Creative Financial Designs’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,500
| Closed | -$3.23K | – | 2221 |
|
|
2025
Q4 | $3.23K | Hold |
1,500
| – | – | ﹤0.01% | 1612 |
|
|
2025
Q3 | $1.22K | Hold |
1,500
| – | – | ﹤0.01% | 1780 |
|
|
2025
Q2 | $1.43K | Hold |
1,500
| – | – | ﹤0.01% | 1731 |
|
|
2025
Q1 | $1.05K | Hold |
1,500
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q4 | $1.4K | Hold |
1,500
| – | – | ﹤0.01% | 1650 |
|
|
2024
Q3 | $1.81K | Hold |
1,500
| – | – | ﹤0.01% | 1540 |
|
|
2024
Q2 | $1.73K | Hold |
1,500
| – | – | ﹤0.01% | 1501 |
|
|
2024
Q1 | $2.17K | Hold |
1,500
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q4 | $2.23K | Hold |
1,500
| – | – | ﹤0.01% | 1413 |
|
|
2023
Q3 | $2.52K | Buy |
+1,500
| New | +$3K | ﹤0.01% | 1304 |
|
|
2019
Q4 | – | Sell |
-558
| Closed | -$4K | – | 622 |
|
|
2019
Q3 | $4K | Sell |
558
-3,784
| -87% | -$26K | ﹤0.01% | 503 |
|
|
2019
Q2 | $31K | Buy |
4,342
+2,963
| +215% | +$20.9K | 0.02% | 272 |
|
|
2019
Q1 | $9K | Sell |
1,379
-2,628
| -66% | -$17.5K | 0.01% | 397 |
|
|
2018
Q4 | $22K | Sell |
4,007
-780
| -16% | -$5.23K | 0.02% | 266 |
|
|
2018
Q3 | $34K | Buy |
4,787
+2,156
| +82% | +$15.4K | 0.02% | 268 |
|
|
2018
Q2 | $18K | Buy |
2,631
+127
| +5% | +$864 | 0.01% | 379 |
|
|
2018
Q1 | $17K | Buy |
+2,504
| New | +$15.6K | 0.01% | 352 |
|
Creative Financial Designs's SOHO Position: Q1 2026 in Review
Creative Financial Designs sold out of Sotherly Hotels (SOHO) in Q1 2026, closing a stake of 1,500 shares — an estimated $3.23K sold.
Creative Financial Designs first reported a position in SOHO in Q1 2018 and held it in 17 quarters. The position peaked at $34K in Q3 2018. 0 funds tracked by Wall St. Rank hold SOHO as of Q1 2026.
- Creative Financial Designs reported no remaining Sotherly Hotels position as of Q1 2026 after selling out during the quarter.
- Creative Financial Designs sold 1,500 Sotherly Hotels shares in Q1 2026, an estimated $3.23K.
- Creative Financial Designs first reported a position in Sotherly Hotels in Q1 2018 and held it in 17 quarters.
- Creative Financial Designs's Sotherly Hotels position peaked at $34K in Q3 2018.
- 0 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.