OneDigital Investment 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 | $205K | Sell |
4,716
-200
| -4% | -$8.71K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $232K | Buy |
+4,916
| New | +$232K | ﹤0.01% | 1258 |
|
|
2024
Q4 | – | Sell |
-3,842
| Closed | -$210K | – | 1507 |
|
|
2024
Q3 | $210K | Buy |
+3,842
| New | +$210K | ﹤0.01% | 1341 |
|
|
2024
Q2 | – | Sell |
-3,723
| Closed | -$215K | – | 1397 |
|
|
2024
Q1 | $215K | Buy |
+3,723
| New | +$215K | ﹤0.01% | 1018 |
|
|
2022
Q4 | – | Sell |
-4,191
| Closed | -$238K | – | 849 |
|
|
2022
Q3 | $238K | Sell |
4,191
-486
| -10% | -$27.6K | 0.01% | 659 |
|
|
2022
Q2 | $267K | Buy |
4,677
+431
| +10% | +$24.6K | 0.01% | 589 |
|
|
2022
Q1 | $266K | Sell |
4,246
-144
| -3% | -$9.02K | 0.01% | 625 |
|
|
2021
Q4 | $254K | Buy |
4,390
+190
| +5% | +$11K | 0.01% | 632 |
|
|
2021
Q3 | $250K | Buy |
4,200
+390
| +10% | +$23.2K | 0.01% | 611 |
|
|
2021
Q2 | $255K | Buy |
+3,810
| New | +$255K | 0.01% | 592 |
|
|
2019
Q3 | – | Sell |
-330
| Closed | -$22K | – | 1020 |
|
|
2019
Q2 | $22K | Hold |
330
| – | – | ﹤0.01% | 780 |
|
|
2019
Q1 | $20K | Sell |
330
-1,100
| -77% | -$66.7K | ﹤0.01% | 731 |
|
|
2018
Q4 | $76K | Buy |
1,430
+330
| +30% | +$17.5K | 0.01% | 384 |
|
|
2018
Q3 | $61K | Hold |
1,100
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $58K | Hold |
1,100
| – | – | 0.01% | 459 |
|
|
2018
Q1 | $53K | Hold |
1,100
| – | – | 0.01% | 498 |
|
|
2017
Q4 | $58K | Hold |
1,100
| – | – | 0.01% | 464 |
|
|
2017
Q3 | $55K | Buy |
+1,100
| New | +$55K | 0.02% | 366 |
|