Steward Partners Investment Advisory’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 | $108K | Hold |
1,999
| – | – | ﹤0.01% | 2333 |
|
|
2025
Q4 | $87.2K | Sell |
1,999
-238
| -11% | -$9.85K | ﹤0.01% | 2375 |
|
|
2025
Q3 | $96.4K | Buy |
2,237
+1,855
| +486% | +$85.7K | ﹤0.01% | 2256 |
|
|
2025
Q2 | $16.6K | Buy |
382
+180
| +89% | +$8.05K | ﹤0.01% | 2995 |
|
|
2025
Q1 | $9.54K | Hold |
202
| – | – | ﹤0.01% | 3121 |
|
|
2024
Q4 | $9.87K | Sell |
202
-17
| -8% | -$878 | ﹤0.01% | 3106 |
|
|
2024
Q3 | $12K | Sell |
219
-213
| -49% | -$11.1K | ﹤0.01% | 2880 |
|
|
2024
Q2 | $21.9K | Buy |
432
+112
| +35% | +$6.47K | ﹤0.01% | 2494 |
|
|
2024
Q1 | $18.5K | Sell |
320
-28
| -8% | -$1.6K | ﹤0.01% | 2551 |
|
|
2023
Q4 | $19.4K | Sell |
348
-63
| -15% | -$3.42K | ﹤0.01% | 2419 |
|
|
2023
Q3 | $22.3K | Buy |
411
+1
| +0.2% | +$57 | ﹤0.01% | 2252 |
|
|
2023
Q2 | $24.2K | Buy |
410
+1
| +0.2% | +$60 | ﹤0.01% | 2194 |
|
|
2023
Q1 | $25K | Buy |
409
+1
| +0.2% | +$59 | ﹤0.01% | 2156 |
|
|
2022
Q4 | $24.8K | Sell |
408
-160
| -28% | -$9.61K | ﹤0.01% | 2135 |
|
|
2022
Q3 | $32K | Buy |
568
+331
| +140% | +$20.4K | ﹤0.01% | 2008 |
|
|
2022
Q2 | $14K | Buy |
237
+1
| +0.4% | +$59 | ﹤0.01% | 2392 |
|
|
2022
Q1 | $15K | Hold |
236
| – | – | ﹤0.01% | 2496 |
|
|
2021
Q4 | $14K | Sell |
236
-177
| -43% | -$10.6K | ﹤0.01% | 2480 |
|
|
2021
Q3 | $25K | Buy |
413
+18
| +5% | +$1.15K | ﹤0.01% | 2229 |
|
|
2021
Q2 | $26K | Buy |
395
+12
| +3% | +$797 | ﹤0.01% | 4563 |
|
|
2021
Q1 | $24.2K | Buy |
383
+150
| +64% | +$9.15K | ﹤0.01% | 2381 |
|
|
2020
Q4 | $14K | Hold |
233
| – | – | ﹤0.01% | 2189 |
|
|
2020
Q3 | $12K | Buy |
233
+1
| +0.4% | +$53 | ﹤0.01% | 2075 |
|
|
2020
Q2 | $12K | Buy |
232
+151
| +186% | +$7.48K | ﹤0.01% | 1973 |
|
|
2020
Q1 | $3K | Sell |
81
-55
| -40% | -$2.93K | ﹤0.01% | 2236 |
|
|
2019
Q4 | $8K | Hold |
136
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q3 | $7K | Buy |
136
+80
| +143% | +$4.76K | ﹤0.01% | 2155 |
|
|
2019
Q2 | $3K | Buy |
+56
| New | +$3.54K | ﹤0.01% | 2376 |
|
|
2018
Q4 | – | Sell |
-35
| Closed | -$2K | – | 1951 |
|
|
2018
Q3 | $2K | Buy |
35
+18
| +106% | +$1K | ﹤0.01% | 2400 |
|
|
2018
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 2388 |
|
|
2018
Q1 | $0 | Hold |
17
| – | – | ﹤0.01% | 2321 |
|
|
2017
Q4 | $0 | Sell |
17
-36
| -68% | -$1.89K | ﹤0.01% | 1942 |
|
|
2017
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 1522 |
|
|
2017
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1443 |
|
|
2017
Q1 | $2K | Buy |
53
+36
| +212% | +$1.94K | ﹤0.01% | 1331 |
|
|
2016
Q4 | $0 | Buy |
+17
| New | +$887 | ﹤0.01% | 891 |
|
Other funds holding SON
VPM
VCM
