Bard Associates’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $721K | Sell |
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|
2023
Q4 | $747K | Sell |
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|
2023
Q3 | $860K | Buy |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $919K | Buy |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $477K | Hold |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $628K | Buy |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $465K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.4M | Sell |
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|
2018
Q1 | $1.42M | Buy |
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|
2017
Q4 | $1.32M | Sell |
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|
2017
Q3 | $1.21M | Buy |
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|
2017
Q2 | $1.39M | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.35M | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.16M | Sell |
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|
2016
Q1 | $1.08M | Sell |
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|
2015
Q4 | $1.29M | Sell |
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|
2015
Q3 | $1.48M | Buy |
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|
2015
Q2 | $361K | Buy |
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