Orion Portfolio Solutions’s Sonoco SON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$354K Buy
+7,502
New +$354K ﹤0.01% 1557
2023
Q4
Sell
-4,233
Closed -$230K 1744
2023
Q3
$230K Sell
4,233
-4,305
-50% -$234K ﹤0.01% 1496
2023
Q2
$504K Buy
8,538
+3,542
+71% +$209K 0.01% 1206
2023
Q1
$305K Buy
+4,996
New +$305K ﹤0.01% 1342
2020
Q3
Sell
-256
Closed -$13K 1799
2020
Q2
$13K Buy
256
+121
+90% +$6.15K ﹤0.01% 1109
2020
Q1
$6K Sell
135
-164
-55% -$7.29K ﹤0.01% 1248
2019
Q4
$18K Buy
+299
New +$18K ﹤0.01% 811