IFP Advisors’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666 | Buy |
89
+59
| +197% | +$442 | ﹤0.01% | 4348 |
|
|
2025
Q1 | $162 | Hold |
30
| – | – | ﹤0.01% | 3732 |
|
|
2024
Q4 | $206 | Buy |
+30
| New | +$206 | ﹤0.01% | 3728 |
|
|
2023
Q3 | – | Sell |
-71
| Closed | -$462 | – | 3431 |
|
|
2023
Q2 | $462 | Buy |
+71
| New | +$462 | ﹤0.01% | 3208 |
|
|
2023
Q1 | – | Sell |
-402
| Closed | -$13K | – | 3904 |
|
|
2022
Q4 | $13K | Sell |
402
-62
| -13% | -$2.01K | ﹤0.01% | 3213 |
|
|
2022
Q3 | $7K | Buy |
+464
| New | +$7K | ﹤0.01% | 3858 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3951 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3689 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3595 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3468 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3342 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3201 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3170 |
|
|
2019
Q1 | – | Sell |
-37
| Closed | – | – | 2846 |
|
|
2018
Q4 | $0 | Hold |
37
| – | – | ﹤0.01% | 3652 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 3649 |
|
|
2018
Q2 | $1K | Sell |
37
-291
| -89% | -$7.87K | ﹤0.01% | 3682 |
|
|
2018
Q1 | $5K | Hold |
328
| – | – | ﹤0.01% | 3169 |
|
|
2017
Q4 | $5K | Sell |
328
-52
| -14% | -$793 | ﹤0.01% | 3166 |
|
|
2017
Q3 | $6K | Sell |
380
-525
| -58% | -$8.29K | ﹤0.01% | 3263 |
|
|
2017
Q2 | $17K | Buy |
905
+166
| +22% | +$3.12K | ﹤0.01% | 2648 |
|
|
2017
Q1 | $12K | Sell |
739
-43
| -5% | -$698 | ﹤0.01% | 2781 |
|
|
2016
Q4 | $13K | Buy |
782
+16
| +2% | +$266 | ﹤0.01% | 2731 |
|
|
2016
Q3 | $10K | Sell |
766
-1,461
| -66% | -$19.1K | ﹤0.01% | 2819 |
|
|
2016
Q2 | $29K | Buy |
+2,227
| New | +$29K | ﹤0.01% | 2094 |
|
|
2016
Q1 | – | Sell |
-2,160
| Closed | -$26K | – | 2882 |
|
|
2015
Q4 | $26K | Buy |
+2,160
| New | +$26K | ﹤0.01% | 1997 |
|