JFS Wealth Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480 | Sell |
11
-81
| -88% | -$3.54K | ﹤0.01% | 1701 |
|
|
2025
Q1 | $4.35K | Buy |
92
+46
| +100% | +$2.17K | ﹤0.01% | 1169 |
|
|
2024
Q4 | $2.25K | Sell |
46
-15
| -25% | -$733 | ﹤0.01% | 1426 |
|
|
2024
Q3 | $3.33K | Sell |
61
-11
| -15% | -$601 | ﹤0.01% | 1270 |
|
|
2024
Q2 | $3.65K | Buy |
72
+14
| +24% | +$710 | ﹤0.01% | 1188 |
|
|
2024
Q1 | $3.36K | Hold |
58
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q4 | $3.24K | Hold |
58
| – | – | ﹤0.01% | 1230 |
|
|
2023
Q3 | $3.15K | Sell |
58
-16
| -22% | -$870 | ﹤0.01% | 1195 |
|
|
2023
Q2 | $4.37K | Hold |
74
| – | – | ﹤0.01% | 1062 |
|
|
2023
Q1 | $4.51K | Sell |
74
-20
| -21% | -$1.22K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $5.71K | Buy |
94
+5
| +6% | +$304 | ﹤0.01% | 939 |
|
|
2022
Q3 | $5K | Sell |
89
-12
| -12% | -$674 | ﹤0.01% | 1009 |
|
|
2022
Q2 | $6K | Buy |
101
+47
| +87% | +$2.79K | ﹤0.01% | 955 |
|
|
2022
Q1 | $3K | Buy |
54
+29
| +116% | +$1.61K | ﹤0.01% | 1318 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1556 |
|
|
2017
Q2 | – | Sell |
-334
| Closed | -$18K | – | 444 |
|
|
2017
Q1 | $18K | Hold |
334
| – | – | ﹤0.01% | 319 |
|
|
2016
Q4 | $18K | Hold |
334
| – | – | ﹤0.01% | 319 |
|
|
2016
Q3 | $18K | Hold |
334
| – | – | 0.01% | 338 |
|
|
2016
Q2 | $17K | Hold |
334
| – | – | ﹤0.01% | 348 |
|
|
2016
Q1 | $16K | Sell |
334
-334
| -50% | -$16K | ﹤0.01% | 349 |
|
|
2015
Q4 | $27K | Buy |
+668
| New | +$27K | 0.01% | 302 |
|
|
2015
Q3 | – | Sell |
-252
| Closed | -$11K | – | 561 |
|
|
2015
Q2 | $11K | Hold |
252
| – | – | 0.01% | 357 |
|
|
2015
Q1 | $11K | Sell |
252
-8
| -3% | -$349 | 0.01% | 350 |
|
|
2014
Q4 | $11K | Hold |
260
| – | – | ﹤0.01% | 362 |
|
|
2014
Q3 | $10K | Hold |
260
| – | – | ﹤0.01% | 338 |
|
|
2014
Q2 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 323 |
|