Plante Moran Financial Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-7
| Closed | -$342 | – | 960 |
|
2024
Q4 | $342 | Hold |
7
| – | – | ﹤0.01% | 879 |
|
2024
Q3 | $382 | Buy |
+7
| New | +$382 | ﹤0.01% | 841 |
|
2022
Q4 | – | Sell |
-92
| Closed | -$5K | – | 971 |
|
2022
Q3 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 708 |
|
2021
Q1 | – | Sell |
-45
| Closed | -$3K | – | 1132 |
|
2020
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 753 |
|
2019
Q1 | – | Sell |
-25
| Closed | -$1K | – | 920 |
|
2018
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 832 |
|