IFG
SOHO

Independent Financial Group’s Sotherly Hotels SOHO Stock Holding History

Independent Financial Group’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-31,000
Closed -$79.4K – 829
2021
Q3 		$79.4K Sell
31,000
-1,000
-3% -$2.5K 0.01% 700
2021
Q2 		$96K Sell
32,000
-2,500
-7% -$8.33K 0.01% 694
2021
Q1 		$120K Buy
+34,500
New +$115K 0.02% 623

Other funds holding SOHO

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's SOHO Position: Q4 2021 in Review

Independent Financial Group sold out of Sotherly Hotels (SOHO) in Q4 2021, closing a stake of 31,000 shares — an estimated $79.4K sold.

Independent Financial Group first reported a position in SOHO in Q1 2021 and held it in 3 quarters. The position peaked at $120K in Q1 2021. 24 funds tracked by Wall St. Rank hold SOHO as of Q4 2021.

  • Independent Financial Group reported no remaining Sotherly Hotels position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 31,000 Sotherly Hotels shares in Q4 2021, an estimated $79.4K.
  • Independent Financial Group first reported a position in Sotherly Hotels in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's Sotherly Hotels position peaked at $120K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.