Joel Isaacson & Co’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,256
| Closed | -$206K | – | 313 |
|
|
2022
Q1 | $206K | Buy |
+3,256
| New | +$189K | 0.02% | 292 |
|
|
2021
Q3 | – | Sell |
-3,256
| Closed | -$218K | – | 315 |
|
|
2021
Q2 | $218K | Hold |
3,256
| – | – | 0.02% | 271 |
|
|
2021
Q1 | $206K | Buy |
+3,256
| New | +$199K | 0.02% | 259 |
|
|
2020
Q1 | – | Sell |
-3,256
| Closed | -$201K | – | 208 |
|
|
2019
Q4 | $201K | Buy |
+3,256
| New | +$193K | 0.03% | 201 |
|
|
2019
Q3 | – | Sell |
-3,256
| Closed | -$213K | – | 213 |
|
|
2019
Q2 | $213K | Hold |
3,256
| – | – | 0.03% | 194 |
|
|
2019
Q1 | $200K | Buy |
+3,256
| New | +$187K | 0.03% | 206 |
|
|
2017
Q1 | – | Sell |
-3,256
| Closed | -$172K | – | 477 |
|
|
2016
Q4 | $172K | Hold |
3,256
| – | – | 0.03% | 168 |
|
|
2016
Q3 | $172K | Hold |
3,256
| – | – | 0.04% | 178 |
|
|
2016
Q2 | $162K | Hold |
3,256
| – | – | 0.03% | 182 |
|
|
2016
Q1 | $158K | Hold |
3,256
| – | – | 0.03% | 196 |
|
|
2015
Q4 | $133K | Hold |
3,256
| – | – | 0.03% | 195 |
|
|
2015
Q3 | $123K | Hold |
3,256
| – | – | 0.03% | 199 |
|
|
2015
Q2 | $140K | Hold |
3,256
| – | – | 0.04% | 212 |
|
|
2015
Q1 | $148K | Hold |
3,256
| – | – | 0.04% | 205 |
|
|
2014
Q4 | $142K | Hold |
3,256
| – | – | 0.04% | 193 |
|
|
2014
Q3 | $128K | Hold |
3,256
| – | – | 0.04% | 179 |
|
|
2014
Q2 | $143K | Hold |
3,256
| – | – | 0.04% | 166 |
|
|
2014
Q1 | $134K | Hold |
3,256
| – | – | 0.05% | 164 |
|
|
2013
Q4 | $136K | Hold |
3,256
| – | – | 0.05% | 154 |
|
|
2013
Q3 | $127K | Hold |
3,256
| – | – | 0.05% | 147 |
|
|
2013
Q2 | $113K | Buy |
+3,256
| New | +$114K | 0.05% | 135 |
|
Other funds holding SON
