IFP Advisors’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.8K | Sell |
3,900
-3,882
| -50% | -$58.5K | ﹤0.01% | 2158 |
|
|
2025
Q4 | $110K | Buy |
7,782
+3,869
| +99% | +$52.8K | ﹤0.01% | 1734 |
|
|
2025
Q3 | $53.7K | Buy |
3,913
+194
| +5% | +$2.63K | ﹤0.01% | 2040 |
|
|
2025
Q2 | $51.1K | Sell |
3,719
-163
| -4% | -$1.86K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $45.7K | Sell |
3,882
-4,935
| -56% | -$68.7K | ﹤0.01% | 1934 |
|
|
2024
Q4 | $131K | Buy |
8,817
+1,250
| +17% | +$18.9K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $112K | Hold |
7,567
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q2 | $108K | Hold |
7,567
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q1 | $114K | Hold |
7,567
| – | – | 0.01% | 1238 |
|
|
2023
Q4 | $103K | Sell |
7,567
-312
| -4% | -$3.85K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $92.8K | Hold |
7,879
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q2 | $97K | Sell |
7,879
-612
| -7% | -$7.63K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $216K | Sell |
8,491
-2,431
| -22% | -$33.6K | 0.01% | 920 |
|
|
2022
Q4 | $287K | Sell |
10,922
-1
| -0% | -$15 | 0.01% | 1164 |
|
|
2022
Q3 | $287K | Buy |
10,923
+591
| +6% | +$9.43K | 0.01% | 1218 |
|
|
2022
Q2 | $273K | Hold |
10,332
| – | – | 0.01% | 1128 |
|
|
2022
Q1 | $273K | Buy |
10,332
+1,841
| +22% | +$33.7K | 0.01% | 1128 |
|
|
2021
Q4 | $154K | Sell |
8,491
-1,038
| -11% | -$18.3K | ﹤0.01% | 1081 |
|
|
2021
Q3 | $170K | Sell |
9,529
-1,749
| -16% | -$30.6K | ﹤0.01% | 1042 |
|
|
2021
Q2 | $212K | Buy |
11,278
+2,974
| +36% | +$57.3K | ﹤0.01% | 876 |
|
|
2021
Q1 | $161K | Hold |
8,304
| – | – | ﹤0.01% | 939 |
|
|
2020
Q4 | $126K | Hold |
8,304
| – | – | 0.01% | 1018 |
|
|
2020
Q3 | $73K | Hold |
8,304
| – | – | ﹤0.01% | 1136 |
|
|
2020
Q2 | $79K | Buy |
8,304
+2,810
| +51% | +$26.2K | 0.01% | 1016 |
|
|
2020
Q1 | $67K | Buy |
5,494
+517
| +10% | +$8.6K | 0.01% | 1001 |
|
|
2019
Q4 | $109K | Sell |
4,977
-7,684
| -61% | -$162K | 0.01% | 897 |
|
|
2019
Q3 | $269K | Buy |
+12,661
| New | +$265K | 0.02% | 670 |
|
|
2019
Q1 | $123K | Sell |
5,601
-11,608
| -67% | -$221K | 0.02% | 620 |
|
|
2018
Q4 | $295K | Sell |
17,209
-4,660
| -21% | -$94.7K | 0.02% | 722 |
|
|
2018
Q3 | $518K | Sell |
21,869
-346
| -2% | -$8.35K | 0.02% | 646 |
|
|
2018
Q2 | $541K | Sell |
22,215
-8,060
| -27% | -$184K | 0.02% | 629 |
|
|
2018
Q1 | $654K | Hold |
30,275
| – | – | 0.03% | 526 |
|
|
2017
Q4 | $654K | Sell |
30,275
-51,421
| -63% | -$1.12M | 0.03% | 526 |
|
|
2017
Q3 | $1.72M | Sell |
81,696
-2,482
| -3% | -$49.7K | 0.07% | 298 |
|
|
2017
Q2 | $1.63M | Sell |
84,178
-12,695
| -13% | -$232K | 0.07% | 305 |
|
|
2017
Q1 | $1.65M | Sell |
96,873
-5,062
| -5% | -$90.8K | 0.07% | 297 |
|
|
2016
Q4 | $1.98M | Sell |
101,935
-908
| -0.9% | -$15.5K | 0.1% | 231 |
|
|
2016
Q3 | $1.56M | Sell |
102,843
-8,552
| -8% | -$145K | 0.08% | 261 |
|
|
2016
Q2 | $1.87M | Buy |
111,395
+105,794
| +1,889% | +$1.67M | 0.1% | 221 |
|
|
2016
Q1 | $123K | Sell |
5,601
-103,896
| -95% | -$1.54M | 0.02% | 620 |
|
|
2015
Q4 | $1.68M | Buy |
+109,497
| New | +$1.86M | 0.11% | 193 |
|
Other funds holding XHR
VPM
VCM
