Lido Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,734
| Closed | -$798K | – | 1327 |
|
|
2024
Q2 | $798K | Buy |
+15,734
| New | +$798K | ﹤0.01% | 695 |
|
|
2023
Q4 | – | Sell |
-5,737
| Closed | -$312K | – | 1232 |
|
|
2023
Q3 | $312K | Sell |
5,737
-30,483
| -84% | -$1.66M | ﹤0.01% | 812 |
|
|
2023
Q2 | $2.14M | Buy |
36,220
+7,760
| +27% | +$458K | 0.02% | 331 |
|
|
2023
Q1 | $1.74M | Buy |
28,460
+6,820
| +32% | +$416K | 0.02% | 347 |
|
|
2022
Q4 | $1.31M | Buy |
21,640
+5,526
| +34% | +$335K | 0.02% | 324 |
|
|
2022
Q3 | $914K | Buy |
+16,114
| New | +$914K | 0.01% | 352 |
|
|
2022
Q2 | – | Sell |
-11,005
| Closed | -$688K | – | 937 |
|
|
2022
Q1 | $688K | Buy |
+11,005
| New | +$688K | 0.01% | 435 |
|
|
2020
Q1 | – | Sell |
-5,437
| Closed | -$336K | – | 601 |
|
|
2019
Q4 | $336K | Buy |
5,437
+190
| +4% | +$11.7K | 0.01% | 419 |
|
|
2019
Q3 | $305K | Buy |
5,247
+61
| +1% | +$3.55K | 0.02% | 393 |
|
|
2019
Q2 | $338K | Buy |
5,186
+245
| +5% | +$16K | 0.02% | 359 |
|
|
2019
Q1 | $304K | Buy |
4,941
+86
| +2% | +$5.29K | 0.02% | 352 |
|
|
2018
Q4 | $257K | Buy |
4,855
+655
| +16% | +$34.7K | 0.03% | 322 |
|
|
2018
Q3 | $233K | Buy |
+4,200
| New | +$233K | 0.02% | 376 |
|