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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Buy |
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|
2025
Q2 | $517K | Buy |
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|
2025
Q1 | $543K | Buy |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $749K | Sell |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $520K | Sell |
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|
2023
Q1 | $598K | Sell |
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|
2022
Q4 | $755K | Sell |
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|
2022
Q3 | $745K | Sell |
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|
2022
Q2 | $778K | Sell |
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|
2022
Q1 | $895K | Sell |
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|
2021
Q4 | $916K | Sell |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $2.09M | Sell |
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|
2019
Q1 | $3.35M | Sell |
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|
2018
Q4 | $2.87M | Buy |
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|
2018
Q3 | $3.03M | Sell |
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|
2018
Q2 | $2.88M | Buy |
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|
2018
Q1 | $2.61M | Sell |
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|
2017
Q4 | $2.88M | Buy |
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|
2017
Q3 | $2.42M | Buy |
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|
2017
Q2 | $2.42M | Sell |
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|
2017
Q1 | $2.55M | Sell |
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|
2016
Q4 | $2.84M | Sell |
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|
2016
Q3 | $2.9M | Sell |
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|
2016
Q2 | $2.77M | Sell |
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|
2016
Q1 | $2.82M | Sell |
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|
2015
Q4 | $2.44M | Sell |
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|
2015
Q3 | $2.38M | Buy |
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|
2015
Q2 | $2.56M | Buy |
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|
2015
Q1 | $2.61M | Buy |
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|
2014
Q4 | $892K | Buy |
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|
2014
Q3 | $778K | Buy |
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|
2014
Q2 | $861K | Sell |
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|
2014
Q1 | $818K | Buy |
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|
2013
Q4 | $732K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $462K | Buy |
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