Jacobus Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $682K | Hold |
13,525
| – | – | 0.18% | 89 |
|
|
2017
Q2 | $695K | Hold |
13,525
| – | – | 0.19% | 86 |
|
|
2017
Q1 | $716K | Hold |
13,525
| – | – | 0.2% | 81 |
|
|
2016
Q4 | $713K | Hold |
13,525
| – | – | 0.21% | 80 |
|
|
2016
Q3 | $715K | Sell |
13,525
-6,785
| -33% | -$359K | 0.21% | 78 |
|
|
2016
Q2 | $1.01M | Sell |
20,310
-5,400
| -21% | -$268K | 0.31% | 66 |
|
|
2016
Q1 | $1.25M | Sell |
25,710
-1,500
| -6% | -$72.9K | 0.37% | 62 |
|
|
2015
Q4 | $1.11M | Hold |
27,210
| – | – | 0.32% | 63 |
|
|
2015
Q3 | $1.03M | Hold |
27,210
| – | – | 0.3% | 72 |
|
|
2015
Q2 | $1.17M | Hold |
27,210
| – | – | 0.29% | 69 |
|
|
2015
Q1 | $1.24M | Hold |
27,210
| – | – | 0.32% | 66 |
|
|
2014
Q4 | $1.19M | Hold |
27,210
| – | – | 0.31% | 70 |
|
|
2014
Q3 | $1.07M | Hold |
27,210
| – | – | 0.29% | 74 |
|
|
2014
Q2 | $1.2M | Hold |
27,210
| – | – | 0.31% | 71 |
|
|
2014
Q1 | $1.12M | Hold |
27,210
| – | – | 0.27% | 76 |
|
|
2013
Q4 | $1.14M | Buy |
+27,210
| New | +$1.14M | 0.33% | 64 |
|