Pathstone Family Office’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.08M | Buy |
19,716
+2,333
| +13% | +$127K | 0.01% | 678 |
|
2023
Q2 | $1.04M | Buy |
17,383
+1,834
| +12% | +$109K | 0.01% | 475 |
|
2023
Q1 | $955K | Sell |
15,549
-27,669
| -64% | -$1.7M | 0.02% | 459 |
|
2022
Q4 | $2.34M | Buy |
43,218
+4,882
| +13% | +$265K | 0.02% | 462 |
|
2022
Q3 | $2.18M | Buy |
38,336
+20,942
| +120% | +$1.19M | 0.02% | 409 |
|
2022
Q2 | $992K | Buy |
17,394
+10,627
| +157% | +$606K | 0.02% | 345 |
|
2022
Q1 | $521K | Buy |
6,767
+28
| +0.4% | +$2.16K | 0.01% | 532 |
|
2021
Q4 | $390K | Sell |
6,739
-3
| -0% | -$174 | 0.01% | 631 |
|
2021
Q3 | $401K | Buy |
6,742
+1,616
| +32% | +$96.1K | 0.01% | 588 |
|
2021
Q2 | $342K | Buy |
+5,126
| New | +$342K | 0.01% | 599 |
|