IFP Advisors’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1K | Sell |
3,719
-163
| -4% | -$2.24K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $45.7K | Sell |
3,882
-4,935
| -56% | -$58K | ﹤0.01% | 1934 |
|
|
2024
Q4 | $131K | Buy |
8,817
+1,250
| +17% | +$18.6K | ﹤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% | -$4.25K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $92.8K | Hold |
7,879
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q2 | $97K | Sell |
7,879
-612
| -7% | -$7.53K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $216K | Sell |
8,491
-2,431
| -22% | -$61.9K | 0.01% | 920 |
|
|
2022
Q4 | $287K | Sell |
10,922
-1
| -0% | -$26 | 0.01% | 1164 |
|
|
2022
Q3 | $287K | Buy |
10,923
+591
| +6% | +$15.5K | 0.01% | 1219 |
|
|
2022
Q2 | $273K | Hold |
10,332
| – | – | 0.01% | 1129 |
|
|
2022
Q1 | $273K | Buy |
10,332
+1,841
| +22% | +$48.6K | 0.01% | 1129 |
|
|
2021
Q4 | $154K | Sell |
8,491
-1,038
| -11% | -$18.8K | ﹤0.01% | 1066 |
|
|
2021
Q3 | $170K | Sell |
9,529
-1,749
| -16% | -$31.2K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $212K | Buy |
11,278
+2,974
| +36% | +$55.9K | ﹤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% | 1135 |
|
|
2020
Q2 | $79K | Buy |
8,304
+2,810
| +51% | +$26.7K | 0.01% | 1015 |
|
|
2020
Q1 | $67K | Buy |
5,494
+517
| +10% | +$6.31K | 0.01% | 999 |
|
|
2019
Q4 | $109K | Sell |
4,977
-7,684
| -61% | -$168K | 0.01% | 897 |
|
|
2019
Q3 | $269K | Buy |
+12,661
| New | +$269K | 0.02% | 670 |
|
|
2019
Q1 | $123K | Sell |
5,601
-11,608
| -67% | -$255K | 0.02% | 620 |
|
|
2018
Q4 | $295K | Sell |
17,209
-4,660
| -21% | -$79.9K | 0.02% | 719 |
|
|
2018
Q3 | $518K | Sell |
21,869
-346
| -2% | -$8.2K | 0.02% | 644 |
|
|
2018
Q2 | $541K | Sell |
22,215
-8,060
| -27% | -$196K | 0.02% | 627 |
|
|
2018
Q1 | $654K | Hold |
30,275
| – | – | 0.03% | 526 |
|
|
2017
Q4 | $654K | Sell |
30,275
-51,421
| -63% | -$1.11M | 0.03% | 525 |
|
|
2017
Q3 | $1.72M | Sell |
81,696
-2,482
| -3% | -$52.3K | 0.07% | 297 |
|
|
2017
Q2 | $1.63M | Sell |
84,178
-12,695
| -13% | -$246K | 0.07% | 305 |
|
|
2017
Q1 | $1.65M | Sell |
96,873
-5,062
| -5% | -$86.4K | 0.07% | 297 |
|
|
2016
Q4 | $1.98M | Sell |
101,935
-908
| -0.9% | -$17.6K | 0.1% | 230 |
|
|
2016
Q3 | $1.56M | Sell |
102,843
-8,552
| -8% | -$130K | 0.08% | 259 |
|
|
2016
Q2 | $1.87M | Buy |
111,395
+105,794
| +1,889% | +$1.78M | 0.1% | 221 |
|
|
2016
Q1 | $123K | Sell |
5,601
-103,896
| -95% | -$2.28M | 0.02% | 620 |
|
|
2015
Q4 | $1.68M | Buy |
+109,497
| New | +$1.68M | 0.11% | 193 |
|