Spire Wealth Management’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.8K | Sell |
1,900
-2,105
| -53% | -$91.7K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $189K | Buy |
4,005
+406
| +11% | +$19.2K | 0.01% | 834 |
|
|
2024
Q4 | $176K | Buy |
3,599
+370
| +11% | +$18.1K | 0.01% | 860 |
|
|
2024
Q3 | $176K | Buy |
3,229
+1,229
| +61% | +$67.1K | 0.01% | 767 |
|
|
2024
Q2 | $101K | Hold |
2,000
| – | – | ﹤0.01% | 889 |
|
|
2024
Q1 | $116K | Hold |
2,000
| – | – | ﹤0.01% | 943 |
|
|
2023
Q4 | $115K | Hold |
2,000
| – | – | ﹤0.01% | 956 |
|
|
2023
Q3 | $109K | Hold |
2,000
| – | – | ﹤0.01% | 929 |
|
|
2023
Q2 | $118K | Sell |
2,000
-45,102
| -96% | -$2.66M | ﹤0.01% | 918 |
|
|
2023
Q1 | $2.87M | Buy |
47,102
+45,102
| +2,255% | +$2.75M | 0.11% | 175 |
|
|
2022
Q4 | $121K | Hold |
2,000
| – | – | 0.01% | 689 |
|
|
2022
Q3 | $113K | Hold |
2,000
| – | – | 0.01% | 667 |
|
|
2022
Q2 | $114K | Hold |
2,000
| – | – | ﹤0.01% | 988 |
|
|
2022
Q1 | $125K | Hold |
2,000
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q4 | $116K | Sell |
2,000
-228
| -10% | -$13.2K | ﹤0.01% | 1338 |
|
|
2021
Q3 | $133K | Buy |
2,228
+1
| +0% | +$60 | ﹤0.01% | 1087 |
|
|
2021
Q2 | $149K | Buy |
2,227
+1
| +0% | +$67 | ﹤0.01% | 1046 |
|
|
2021
Q1 | $141K | Buy |
+2,226
| New | +$141K | ﹤0.01% | 1228 |
|