IVC Wealth Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Buy |
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|
2025
Q2 | $288K | Buy |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $289K | Hold |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $212K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $286K | Buy |
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