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J.W. Cole Advisors’s Sonoco SON Stock Holding History

J.W. Cole Advisors’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,869
Closed -$399K – 959
2024
Q2 		$399K Sell
7,869
-3,340
-30% -$169K 0.02% 593
2024
Q1 		$646K Hold
11,209
– – 0.03% 455
2023
Q4 		$626K Buy
+11,209
New +$626K 0.04% 419