Impact Partnership Wealth’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,454
| Closed | -$210K | – | 347 |
|
|
2025
Q1 | $210K | Buy |
+4,454
| New | +$210K | 0.04% | 234 |
|
|
2024
Q4 | – | Sell |
-4,506
| Closed | -$246K | – | 331 |
|
|
2024
Q3 | $246K | Buy |
4,506
+323
| +8% | +$17.6K | 0.06% | 204 |
|
|
2024
Q2 | $212K | Buy |
+4,183
| New | +$212K | 0.06% | 199 |
|
|
2024
Q1 | – | Sell |
-4,589
| Closed | -$256K | – | 852 |
|
|
2023
Q4 | $256K | Buy |
+4,589
| New | +$256K | 0.09% | 138 |
|