IFP Advisors’s Service Properties Trust SVC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $440 | Buy |
184
+125
| +212% | +$299 | ﹤0.01% | 4474 |
|
2025
Q1 | $153 | Hold |
59
| – | – | ﹤0.01% | 3743 |
|
2024
Q4 | $149 | Hold |
59
| – | – | ﹤0.01% | 3872 |
|
2024
Q3 | $268 | Buy |
59
+1
| +2% | +$5 | ﹤0.01% | 3195 |
|
2024
Q2 | $298 | Hold |
58
| – | – | ﹤0.01% | 3124 |
|
2024
Q1 | $391 | Sell |
58
-84
| -59% | -$566 | ﹤0.01% | 2999 |
|
2023
Q4 | $1.22K | Hold |
142
| – | – | ﹤0.01% | 2784 |
|
2023
Q3 | $1.09K | Hold |
142
| – | – | ﹤0.01% | 2985 |
|
2023
Q2 | $1.23K | Hold |
142
| – | – | ﹤0.01% | 3023 |
|
2023
Q1 | $3.63K | Sell |
142
-2,247
| -94% | -$57.4K | ﹤0.01% | 2691 |
|
2022
Q4 | $76K | Sell |
2,389
-872
| -27% | -$27.7K | ﹤0.01% | 1941 |
|
2022
Q3 | $92K | Sell |
3,261
-204
| -6% | -$5.76K | ﹤0.01% | 1917 |
|
2022
Q2 | $96K | Hold |
3,465
| – | – | ﹤0.01% | 1710 |
|
2022
Q1 | $96K | Buy |
3,465
+3,039
| +713% | +$84.2K | ﹤0.01% | 1710 |
|
2021
Q4 | $5K | Hold |
426
| – | – | ﹤0.01% | 2469 |
|
2021
Q3 | $5K | Hold |
426
| – | – | ﹤0.01% | 2516 |
|
2021
Q2 | $6K | Hold |
426
| – | – | ﹤0.01% | 2408 |
|
2021
Q1 | $4K | Hold |
426
| – | – | ﹤0.01% | 2477 |
|
2020
Q4 | $4K | Buy |
426
+10
| +2% | +$94 | ﹤0.01% | 2418 |
|
2020
Q3 | $4K | Sell |
416
-303
| -42% | -$2.91K | ﹤0.01% | 2273 |
|
2020
Q2 | $6K | Buy |
719
+331
| +85% | +$2.76K | ﹤0.01% | 2013 |
|
2020
Q1 | $3K | Sell |
388
-137
| -26% | -$1.06K | ﹤0.01% | 2239 |
|
2019
Q4 | $13K | Sell |
525
-721
| -58% | -$17.9K | ﹤0.01% | 1804 |
|
2019
Q3 | $33K | Buy |
+1,246
| New | +$33K | ﹤0.01% | 1556 |
|
2019
Q1 | $12K | Sell |
469
-2,939
| -86% | -$75.2K | ﹤0.01% | 1544 |
|
2018
Q4 | $81K | Sell |
3,408
-182
| -5% | -$4.33K | ﹤0.01% | 1309 |
|
2018
Q3 | $104K | Sell |
3,590
-549
| -13% | -$15.9K | ﹤0.01% | 1443 |
|
2018
Q2 | $118K | Sell |
4,139
-124
| -3% | -$3.54K | 0.01% | 1375 |
|
2018
Q1 | $127K | Hold |
4,263
| – | – | 0.01% | 1245 |
|
2017
Q4 | $127K | Sell |
4,263
-4,403
| -51% | -$131K | 0.01% | 1243 |
|
2017
Q3 | $247K | Buy |
8,666
+646
| +8% | +$18.4K | 0.01% | 1017 |
|
2017
Q2 | $234K | Sell |
8,020
-64
| -0.8% | -$1.87K | 0.01% | 1027 |
|
2017
Q1 | $255K | Buy |
8,084
+3,035
| +60% | +$95.7K | 0.01% | 996 |
|
2016
Q4 | $160K | Buy |
5,049
+875
| +21% | +$27.7K | 0.01% | 1170 |
|
2016
Q3 | $124K | Buy |
4,174
+1,012
| +32% | +$30.1K | 0.01% | 1250 |
|
2016
Q2 | $91K | Buy |
3,162
+2,693
| +574% | +$77.5K | 0.01% | 1397 |
|
2016
Q1 | $12K | Sell |
469
-3,186
| -87% | -$81.5K | ﹤0.01% | 1544 |
|
2015
Q4 | $96K | Buy |
+3,655
| New | +$96K | 0.01% | 1195 |
|