Wealthspire Advisors (New York)’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,562
| Closed | -$216K | – | 871 |
|
|
2025
Q1 | $216K | Sell |
4,562
-81
| -2% | -$3.83K | ﹤0.01% | 722 |
|
|
2024
Q4 | $227K | Sell |
4,643
-1,369
| -23% | -$66.9K | ﹤0.01% | 715 |
|
|
2024
Q3 | $328K | Sell |
6,012
-511
| -8% | -$27.9K | ﹤0.01% | 602 |
|
|
2024
Q2 | $331K | Sell |
6,523
-3,647
| -36% | -$185K | ﹤0.01% | 520 |
|
|
2024
Q1 | $588K | Sell |
10,170
-1,627
| -14% | -$94.1K | 0.01% | 395 |
|
|
2023
Q4 | $659K | Sell |
11,797
-119
| -1% | -$6.65K | 0.01% | 377 |
|
|
2023
Q3 | $648K | Buy |
+11,916
| New | +$648K | 0.01% | 347 |
|