Venturi 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
Q1 | – | Sell |
-7,378
| Closed | -$360K | – | 1628 |
|
|
2024
Q4 | $360K | Buy |
7,378
+3,866
| +110% | +$189K | 0.02% | 406 |
|
|
2024
Q3 | $192K | Sell |
3,512
-202
| -5% | -$11K | 0.01% | 450 |
|
|
2024
Q2 | $188K | Buy |
3,714
+3,604
| +3,276% | +$183K | 0.01% | 418 |
|
|
2024
Q1 | $6.36K | Buy |
+110
| New | +$6.36K | ﹤0.01% | 1030 |
|
|
2018
Q2 | – | Sell |
-36,791
| Closed | -$1.78M | – | 198 |
|
|
2018
Q1 | $1.78M | Sell |
36,791
-9,269
| -20% | -$449K | 0.34% | 87 |
|
|
2017
Q4 | $2.45M | Buy |
46,060
+1,992
| +5% | +$106K | 0.47% | 74 |
|
|
2017
Q3 | $2.25M | Sell |
44,068
-7,817
| -15% | -$399K | 0.48% | 72 |
|
|
2017
Q2 | $2.67M | Sell |
51,885
-2,100
| -4% | -$108K | 0.61% | 61 |
|
|
2017
Q1 | $2.78M | Buy |
53,985
+4,947
| +10% | +$255K | 0.64% | 56 |
|
|
2016
Q4 | $2.58M | Buy |
49,038
+4,003
| +9% | +$211K | 0.73% | 47 |
|
|
2016
Q3 | $2.38M | Buy |
45,035
+2,304
| +5% | +$122K | 0.79% | 48 |
|
|
2016
Q2 | $2.12M | Buy |
42,731
+614
| +1% | +$30.5K | 0.72% | 51 |
|
|
2016
Q1 | $2.05M | Buy |
42,117
+7,178
| +21% | +$349K | 0.76% | 49 |
|
|
2015
Q4 | $1.43M | Buy |
+34,939
| New | +$1.43M | 0.65% | 54 |
|