SAG
SageView Advisory Group’s Sonoco SON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+4,440
| New | +$212K | 0.01% | 588 |
|
|
2024
Q4 | – | Sell |
-4,145
| Closed | -$226K | – | 606 |
|
|
2024
Q3 | $226K | Sell |
4,145
-1,740
| -30% | -$95.1K | 0.01% | 470 |
|
|
2024
Q2 | $298K | Buy |
5,885
+1,812
| +44% | +$91.9K | 0.01% | 432 |
|
|
2024
Q1 | $658K | Sell |
4,073
-9,015
| -69% | -$1.46M | 0.03% | 267 |
|
|
2023
Q4 | $765K | Buy |
13,088
+1,977
| +18% | +$116K | 0.03% | 308 |
|
|
2023
Q3 | $604K | Sell |
11,111
-3,673
| -25% | -$200K | 0.03% | 301 |
|
|
2023
Q2 | $873K | Sell |
14,784
-227
| -2% | -$13.4K | 0.05% | 247 |
|
|
2023
Q1 | $916K | Buy |
+15,011
| New | +$916K | 0.06% | 217 |
|