Winthrop Advisory Group’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$219K | – | 170 |
|
|
2024
Q3 | $219K | Hold |
4,000
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $203K | Hold |
4,000
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $231K | Hold |
4,000
| – | – | 0.03% | 129 |
|
|
2023
Q4 | $223K | Hold |
4,000
| – | – | 0.03% | 127 |
|
|
2023
Q3 | $217K | Sell |
4,000
-165
| -4% | -$8.97K | 0.04% | 117 |
|
|
2023
Q2 | $246K | Buy |
+4,165
| New | +$246K | 0.04% | 115 |
|