TCI Wealth Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$1.04K | – | 1949 |
|
|
2023
Q1 | $1.04K | Hold |
17
| – | – | ﹤0.01% | 2099 |
|
|
2022
Q4 | $1.03K | Hold |
17
| – | – | ﹤0.01% | 2109 |
|
|
2022
Q3 | $1K | Buy |
17
+6
| +55% | +$369 | ﹤0.01% | 2156 |
|
|
2022
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 2148 |
|
|
2021
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2230 |
|
|
2021
Q3 | $1K | Sell |
11
-17
| -61% | -$1.09K | ﹤0.01% | 2304 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2087 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1890 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1423 |
|
|
2020
Q2 | $1K | Sell |
28
-12
| -30% | -$594 | ﹤0.01% | 1347 |
|
|
2020
Q1 | $2K | Buy |
40
+12
| +43% | +$640 | ﹤0.01% | 1087 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1197 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1137 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1061 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1079 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1082 |
|
|
2018
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1375 |
|
|
2018
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1220 |
|
|
2017
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1263 |
|
|
2017
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1213 |
|
|
2017
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1165 |
|
|
2016
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 1232 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1212 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1147 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 1155 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 968 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 918 |
|
|
2015
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 908 |
|
|
2015
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 829 |
|
|
2014
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 828 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 830 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 845 |
|
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 817 |
|
|
2013
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 803 |
|
|
2013
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 724 |
|
|
2013
Q2 | $1K | Buy |
+28
| New | +$977 | ﹤0.01% | 667 |
|
Other funds holding SON
QP
