Morris Financial Concepts’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,605
| Closed | -$407K | – | 200 |
|
|
2025
Q1 | $407K | Sell |
8,605
-32
| -0.4% | -$1.51K | 0.17% | 79 |
|
|
2024
Q4 | $422K | Hold |
8,637
| – | – | 0.18% | 74 |
|
|
2024
Q3 | $472K | Hold |
8,637
| – | – | 0.2% | 68 |
|
|
2024
Q2 | $438K | Hold |
8,637
| – | – | 0.21% | 64 |
|
|
2024
Q1 | $500K | Hold |
8,637
| – | – | 0.26% | 58 |
|
|
2023
Q4 | $483K | Hold |
8,637
| – | – | 0.28% | 50 |
|
|
2023
Q3 | $469K | Hold |
8,637
| – | – | 0.31% | 44 |
|
|
2023
Q2 | $510K | Hold |
8,637
| – | – | 0.33% | 45 |
|
|
2023
Q1 | $527K | Hold |
8,637
| – | – | 0.37% | 43 |
|
|
2022
Q4 | $524K | Hold |
8,637
| – | – | 0.42% | 43 |
|
|
2022
Q3 | $490K | Hold |
8,637
| – | – | 0.51% | 31 |
|
|
2022
Q2 | $493K | Hold |
8,637
| – | – | 0.47% | 35 |
|
|
2022
Q1 | $540K | Hold |
8,637
| – | – | 0.45% | 35 |
|
|
2021
Q4 | $500K | Buy |
+8,637
| New | +$500K | 0.42% | 37 |
|