Jones Financial Companies
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Jones Financial Companies’s Sonoco SON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
9,016
+6,179
+218% +$271K ﹤0.01% 1371
2025
Q1
$132K Buy
2,837
+2,398
+546% +$112K ﹤0.01% 1657
2024
Q4
$21.4K Buy
439
+9
+2% +$439 ﹤0.01% 2230
2024
Q3
$23.3K Buy
+430
New +$23.3K ﹤0.01% 1904
2024
Q1
Sell
-53
Closed -$2.96K 1445
2023
Q4
$2.96K Buy
53
+32
+152% +$1.79K ﹤0.01% 849
2023
Q3
$1.14K Sell
21
-129
-86% -$7.01K ﹤0.01% 621
2023
Q2
$8.85K Hold
150
﹤0.01% 474
2023
Q1
$9.15K Buy
+150
New +$9.15K ﹤0.01% 479
2022
Q2
Sell
-2,310
Closed -$145K 833
2022
Q1
$145K Buy
+2,310
New +$145K ﹤0.01% 275
2021
Q1
Sell
-30
Closed -$2K 862
2020
Q4
$2K Buy
+30
New +$2K ﹤0.01% 631
2019
Q3
Sell
-5,461
Closed -$357K 211
2019
Q2
$357K Sell
5,461
-544
-9% -$35.6K ﹤0.01% 179
2019
Q1
$369K Sell
6,005
-4,008
-40% -$246K ﹤0.01% 176
2018
Q4
$532K Sell
10,013
-88
-0.9% -$4.68K ﹤0.01% 162
2018
Q3
$561K Hold
10,101
﹤0.01% 163
2018
Q2
$530K Sell
10,101
-799
-7% -$41.9K ﹤0.01% 165
2018
Q1
$529K Buy
+10,900
New +$529K ﹤0.01% 165