Independent Advisor Alliance’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
6,799
+15
| +0.2% | +$653 | 0.01% | 723 |
|
|
2025
Q1 | $320K | Buy |
6,784
+196
| +3% | +$9.26K | 0.01% | 641 |
|
|
2024
Q4 | $322K | Sell |
6,588
-92
| -1% | -$4.49K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $365K | Buy |
+6,680
| New | +$365K | 0.01% | 523 |
|
|
2022
Q4 | – | Sell |
-3,720
| Closed | -$211K | – | 605 |
|
|
2022
Q3 | $211K | Buy |
+3,720
| New | +$211K | 0.01% | 571 |
|
|
2021
Q3 | – | Sell |
-3,170
| Closed | -$212K | – | 666 |
|
|
2021
Q2 | $212K | Buy |
3,170
+4
| +0.1% | +$268 | 0.01% | 578 |
|
|
2021
Q1 | $200K | Buy |
+3,166
| New | +$200K | 0.01% | 559 |
|
|
2020
Q1 | – | Sell |
-3,245
| Closed | -$200K | – | 781 |
|
|
2019
Q4 | $200K | Buy |
+3,245
| New | +$200K | 0.01% | 825 |
|
|
2019
Q3 | – | Sell |
-3,256
| Closed | -$213K | – | 474 |
|
|
2019
Q2 | $213K | Buy |
+3,256
| New | +$213K | 0.03% | 366 |
|