United Capital Financial Advisors’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 | $1.1M | Buy |
20,374
+6,272
| +44% | +$323K | 0.01% | 727 |
|
|
2025
Q4 | $615K | Sell |
14,102
-2,340
| -14% | -$96.9K | ﹤0.01% | 896 |
|
|
2025
Q3 | $708K | Buy |
16,442
+4,566
| +38% | +$211K | 0.01% | 754 |
|
|
2025
Q2 | $517K | Buy |
11,876
+380
| +3% | +$17K | ﹤0.01% | 768 |
|
|
2025
Q1 | $543K | Buy |
11,496
+29
| +0.3% | +$1.37K | ﹤0.01% | 725 |
|
|
2024
Q4 | $560K | Buy |
11,467
+21
| +0.2% | +$1.08K | ﹤0.01% | 699 |
|
|
2024
Q3 | $625K | Sell |
11,446
-717
| -6% | -$37.5K | 0.01% | 673 |
|
|
2024
Q2 | $617K | Sell |
12,163
-787
| -6% | -$45.5K | 0.01% | 650 |
|
|
2024
Q1 | $749K | Sell |
12,950
-144
| -1% | -$8.22K | 0.01% | 636 |
|
|
2023
Q4 | $732K | Buy |
13,094
+4,296
| +49% | +$233K | 0.01% | 634 |
|
|
2023
Q3 | $478K | Sell |
8,798
-17
| -0.2% | -$962 | ﹤0.01% | 643 |
|
|
2023
Q2 | $520K | Sell |
8,815
-994
| -10% | -$59.8K | ﹤0.01% | 675 |
|
|
2023
Q1 | $598K | Sell |
9,809
-2,633
| -21% | -$156K | ﹤0.01% | 694 |
|
|
2022
Q4 | $755K | Sell |
12,442
-686
| -5% | -$41.2K | ﹤0.01% | 685 |
|
|
2022
Q3 | $745K | Sell |
13,128
-515
| -4% | -$31.7K | ﹤0.01% | 673 |
|
|
2022
Q2 | $778K | Sell |
13,643
-657
| -5% | -$39.1K | ﹤0.01% | 681 |
|
|
2022
Q1 | $895K | Sell |
14,300
-1,515
| -10% | -$87.7K | ﹤0.01% | 688 |
|
|
2021
Q4 | $916K | Sell |
15,815
-2,298
| -13% | -$137K | ﹤0.01% | 697 |
|
|
2021
Q3 | $1.08M | Buy |
18,113
+229
| +1% | +$14.7K | 0.01% | 655 |
|
|
2021
Q2 | $1.2M | Sell |
17,884
-64
| -0.4% | -$4.25K | 0.01% | 649 |
|
|
2021
Q1 | $1.14M | Sell |
17,948
-626
| -3% | -$38.2K | 0.01% | 635 |
|
|
2020
Q4 | $1.1M | Sell |
18,574
-6,114
| -25% | -$344K | 0.01% | 650 |
|
|
2020
Q3 | $1.26M | Buy |
24,688
+7
| +0% | +$370 | 0.01% | 596 |
|
|
2020
Q2 | $1.29M | Sell |
24,681
-392
| -2% | -$19.4K | 0.01% | 598 |
|
|
2020
Q1 | $1.16M | Sell |
25,073
-3,438
| -12% | -$183K | 0.01% | 597 |
|
|
2019
Q4 | $1.76M | Buy |
28,511
+235
| +0.8% | +$13.9K | 0.01% | 627 |
|
|
2019
Q3 | $1.65M | Sell |
28,276
-3,741
| -12% | -$223K | 0.01% | 626 |
|
|
2019
Q2 | $2.09M | Sell |
32,017
-22,396
| -41% | -$1.41M | 0.01% | 610 |
|
|
2019
Q1 | $3.35M | Sell |
54,413
-193
| -0.4% | -$11.1K | 0.02% | 487 |
|
|
2018
Q4 | $2.87M | Buy |
54,606
+60
| +0.1% | +$3.29K | 0.02% | 481 |
|
|
2018
Q3 | $3.03M | Sell |
54,546
-294
| -0.5% | -$16.4K | 0.02% | 524 |
|
|
2018
Q2 | $2.88M | Buy |
54,840
+1,010
| +2% | +$51.9K | 0.02% | 513 |
|
|
2018
Q1 | $2.61M | Sell |
53,830
-338
| -0.6% | -$17.2K | 0.02% | 522 |
|
|
2017
Q4 | $2.88M | Buy |
54,168
+6,179
| +13% | +$323K | 0.02% | 513 |
|
|
2017
Q3 | $2.42M | Buy |
47,989
+1,007
| +2% | +$49.6K | 0.02% | 534 |
|
|
2017
Q2 | $2.42M | Sell |
46,982
-1,177
| -2% | -$60.6K | 0.02% | 527 |
|
|
2017
Q1 | $2.55M | Sell |
48,159
-5,683
| -11% | -$306K | 0.02% | 505 |
|
|
2016
Q4 | $2.84M | Sell |
53,842
-979
| -2% | -$51.1K | 0.03% | 479 |
|
|
2016
Q3 | $2.9M | Sell |
54,821
-559
| -1% | -$28.8K | 0.03% | 491 |
|
|
2016
Q2 | $2.77M | Sell |
55,380
-2,698
| -5% | -$128K | 0.03% | 483 |
|
|
2016
Q1 | $2.82M | Sell |
58,078
-1,527
| -3% | -$64.9K | 0.03% | 457 |
|
|
2015
Q4 | $2.44M | Sell |
59,605
-3,424
| -5% | -$143K | 0.03% | 510 |
|
|
2015
Q3 | $2.38M | Buy |
63,029
+3,216
| +5% | +$131K | 0.03% | 495 |
|
|
2015
Q2 | $2.56M | Buy |
59,813
+1,363
| +2% | +$61.4K | 0.03% | 524 |
|
|
2015
Q1 | $2.61M | Buy |
58,450
+38,032
| +186% | +$1.72M | 0.03% | 498 |
|
|
2014
Q4 | $892K | Buy |
20,418
+604
| +3% | +$25K | 0.01% | 679 |
|
|
2014
Q3 | $778K | Buy |
19,814
+216
| +1% | +$8.81K | 0.01% | 678 |
|
|
2014
Q2 | $861K | Sell |
19,598
-335
| -2% | -$14.2K | 0.02% | 588 |
|
|
2014
Q1 | $818K | Buy |
19,933
+2,380
| +14% | +$98.8K | 0.02% | 524 |
|
|
2013
Q4 | $732K | Buy |
+17,553
| New | +$706K | 0.02% | 379 |
|
|
2013
Q3 | – | Sell |
-13,368
| Closed | -$462K | – | 739 |
|
|
2013
Q2 | $462K | Buy |
+13,368
| New | +$466K | 0.01% | 520 |
|
Other funds holding SON
VPM
VCM
