WFG Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $95K | Buy |
1,857
+1,589
| +593% | +$81.3K | 0.02% | 538 |
|
|
2017
Q1 | $14K | Sell |
268
-1,565
| -85% | -$81.8K | ﹤0.01% | 990 |
|
|
2016
Q4 | $97K | Buy |
1,833
+108
| +6% | +$5.72K | 0.02% | 529 |
|
|
2016
Q3 | $91K | Buy |
1,725
+7
| +0.4% | +$369 | 0.02% | 544 |
|
|
2016
Q2 | $85K | Buy |
1,718
+158
| +10% | +$7.82K | 0.02% | 543 |
|
|
2016
Q1 | $76K | Buy |
1,560
+8
| +0.5% | +$390 | 0.02% | 548 |
|
|
2015
Q4 | $63K | Buy |
1,552
+9
| +0.6% | +$365 | 0.02% | 603 |
|
|
2015
Q3 | $58K | Buy |
1,543
+9
| +0.6% | +$338 | 0.02% | 600 |
|
|
2015
Q2 | $66K | Sell |
1,534
-39
| -2% | -$1.68K | 0.02% | 645 |
|
|
2015
Q1 | $71K | Buy |
1,573
+404
| +35% | +$18.2K | 0.02% | 636 |
|
|
2014
Q4 | $51K | Buy |
1,169
+8
| +0.7% | +$349 | 0.01% | 876 |
|
|
2014
Q3 | $46K | Sell |
1,161
-104
| -8% | -$4.12K | 0.01% | 952 |
|
|
2014
Q2 | $56K | Buy |
1,265
+9
| +0.7% | +$398 | 0.01% | 868 |
|
|
2014
Q1 | $52K | Sell |
1,256
-76
| -6% | -$3.15K | 0.01% | 901 |
|
|
2013
Q4 | $56K | Buy |
1,332
+1,230
| +1,206% | +$51.7K | 0.01% | 955 |
|
|
2013
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 1802 |
|
|
2013
Q2 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 1737 |
|