SOA Wealth Advisors’s Sonoco SON Stock Holding History

SOA Wealth Advisors’s Portfolio SON Stock Details SON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-244	Closed	-$10.5K	–	906
2025 Q3	$10.5K	Sell	244 -197	-45%	-$9.1K	﹤0.01%	602
2025 Q2	$19.2K	Buy	441 +5	+1%	+$224	﹤0.01%	507
2025 Q1	$20.6K	Buy	436 +5	+1%	+$236	﹤0.01%	469
2024 Q4	$21.1K	Sell	431 -265	-38%	-$13.7K	﹤0.01%	451
2024 Q3	$38K	Buy	696 +7	+1%	+$366	0.01%	366
2024 Q2	$35K	Buy	689 +6	+0.9%	+$347	0.01%	358
2024 Q1	$39.5K	Buy	683 +6	+0.9%	+$342	0.01%	335
2023 Q4	$37.8K	Buy	677 +6	+0.9%	+$325	0.01%	327
2023 Q3	$36.5K	Buy	671 +6	+0.9%	+$340	0.01%	328
2023 Q2	$39.2K	Buy	665 +6	+0.9%	+$361	0.01%	323
2023 Q1	$40.2K	Buy	659 +5	+0.8%	+$297	0.01%	310
2022 Q4	$39.7K	Buy	654 +6	+0.9%	+$360	0.01%	305
2022 Q3	$36K	Buy	648 +5	+0.8%	+$307	0.01%	301
2022 Q2	$36K	Buy	643 +5	+0.8%	+$297	0.01%	300
2022 Q1	$39K	Buy	638 +5	+0.8%	+$290	0.01%	342
2021 Q4	$36K	Buy	633 +5	+0.8%	+$299	0.01%	351
2021 Q3	$37K	Buy	628 +5	+0.8%	+$320	0.01%	353
2021 Q2	$41K	Sell	623 -144	-19%	-$9.56K	0.01%	335
2021 Q1	$48K	Buy	767 +3	+0.4%	+$183	0.01%	275
2020 Q4	$46K	Buy	+764	New	+$42.9K	0.01%	276

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return