Powell Investment Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Buy |
20,876
+158
| +0.8% | +$8.14K | 0.39% | 35 |
|
|
2025
Q4 | $904K | Buy |
20,718
+203
| +1% | +$8.4K | 0.31% | 47 |
|
|
2025
Q3 | $884K | Buy |
20,515
+181
| +0.9% | +$8.36K | 0.31% | 47 |
|
|
2025
Q2 | $886K | Buy |
20,334
+178
| +0.9% | +$7.96K | 0.33% | 45 |
|
|
2025
Q1 | $952K | Buy |
20,156
+165
| +0.8% | +$7.8K | 0.47% | 30 |
|
|
2024
Q4 | $977K | Buy |
19,991
+153
| +0.8% | +$7.9K | 0.45% | 34 |
|
|
2024
Q3 | $1.08M | Buy |
19,838
+142
| +0.7% | +$7.43K | 0.51% | 31 |
|
|
2024
Q2 | $999K | Buy |
19,696
+131
| +0.7% | +$7.57K | 0.52% | 32 |
|
|
2024
Q1 | $1.13M | Buy |
19,565
+129
| +0.7% | +$7.36K | 0.6% | 27 |
|
|
2023
Q4 | $1.09M | Buy |
19,436
+136
| +0.7% | +$7.38K | 0.6% | 25 |
|
|
2023
Q3 | $1.05M | Buy |
19,300
+133
| +0.7% | +$7.53K | 0.63% | 25 |
|
|
2023
Q2 | $1.13M | Buy |
19,167
+116
| +0.6% | +$6.98K | 0.66% | 23 |
|
|
2023
Q1 | $1.16M | Buy |
19,051
+123
| +0.6% | +$7.29K | 0.65% | 25 |
|
|
2022
Q4 | $1.15M | Buy |
18,928
+114
| +0.6% | +$6.85K | 0.67% | 24 |
|
|
2022
Q3 | $1.07M | Buy |
18,814
+1,698
| +10% | +$104K | 0.7% | 20 |
|
|
2022
Q2 | $976K | Buy |
17,116
+121
| +0.7% | +$7.2K | 0.59% | 22 |
|
|
2022
Q1 | $1.06M | Buy |
16,995
+110
| +0.7% | +$6.37K | 0.62% | 22 |
|
|
2021
Q4 | $977K | Buy |
16,885
+103
| +0.6% | +$6.15K | 0.56% | 25 |
|
|
2021
Q3 | $1M | Buy |
16,782
+96
| +0.6% | +$6.14K | 0.62% | 22 |
|
|
2021
Q2 | $1.12M | Buy |
16,686
+90
| +0.5% | +$5.98K | 0.69% | 20 |
|
|
2021
Q1 | $1.05M | Buy |
16,596
+96
| +0.6% | +$5.86K | 0.69% | 22 |
|
|
2020
Q4 | $978K | Buy |
16,500
+92
| +0.6% | +$5.17K | 0.74% | 18 |
|
|
2020
Q3 | $838K | Buy |
16,408
+106
| +0.7% | +$5.61K | 0.72% | 21 |
|
|
2020
Q2 | $852K | Buy |
16,302
+108
| +0.7% | +$5.35K | 0.82% | 21 |
|
|
2020
Q1 | $751K | Buy |
16,194
+114
| +0.7% | +$6.08K | 0.91% | 18 |
|
|
2019
Q4 | $992K | Buy |
+16,080
| New | +$951K | 1.03% | 17 |
|
Other funds holding SON
VPM
VCM
