SOA Wealth Advisors’s Sonoco SON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.2K Buy
441
+5
+1% +$218 ﹤0.01% 507
2025
Q1
$20.6K Buy
436
+5
+1% +$236 ﹤0.01% 469
2024
Q4
$21.1K Sell
431
-265
-38% -$13K ﹤0.01% 451
2024
Q3
$38K Buy
696
+7
+1% +$382 0.01% 366
2024
Q2
$35K Buy
689
+6
+0.9% +$304 0.01% 358
2024
Q1
$39.5K Buy
683
+6
+0.9% +$347 0.01% 335
2023
Q4
$37.8K Buy
677
+6
+0.9% +$335 0.01% 327
2023
Q3
$36.5K Buy
671
+6
+0.9% +$326 0.01% 328
2023
Q2
$39.2K Buy
665
+6
+0.9% +$354 0.01% 323
2023
Q1
$40.2K Buy
659
+5
+0.8% +$305 0.01% 310
2022
Q4
$39.7K Buy
654
+6
+0.9% +$364 0.01% 305
2022
Q3
$36K Buy
648
+5
+0.8% +$278 0.01% 301
2022
Q2
$36K Buy
643
+5
+0.8% +$280 0.01% 300
2022
Q1
$39K Buy
638
+5
+0.8% +$306 0.01% 342
2021
Q4
$36K Buy
633
+5
+0.8% +$284 0.01% 351
2021
Q3
$37K Buy
628
+5
+0.8% +$295 0.01% 353
2021
Q2
$41K Sell
623
-144
-19% -$9.48K 0.01% 335
2021
Q1
$48K Buy
767
+3
+0.4% +$188 0.01% 275
2020
Q4
$46K Buy
+764
New +$46K 0.01% 276