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LWAC
SOHO
Laurel Wealth Advisors (California)’s
Sotherly Hotels
SOHO
Stock Holding History
Laurel Wealth Advisors (California)’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
2019
Q1
–
Sell
-117,500
Closed
-$659K
–
416
2018
Q4
$659K
Hold
117,500
–
–
0.2%
124
2018
Q3
$846K
Hold
117,500
–
–
0.21%
119
2018
Q2
$820K
Sell
117,500
-1,300
-1%
-$8.84K
0.22%
114
2018
Q1
$822K
Hold
118,800
–
–
0.25%
104
2017
Q4
$766K
Sell
118,800
-17,000
-13%
-$109K
0.22%
108
2017
Q3
$798K
Hold
135,800
–
–
0.27%
97
2017
Q2
$920K
Hold
135,800
–
–
0.33%
86
2017
Q1
$869K
Sell
135,800
-650
-0.5%
-$4.49K
0.34%
83
2016
Q4
$926K
Sell
136,450
-5,000
-4%
-$27.6K
0.42%
72
2016
Q3
$747K
Hold
141,450
–
–
0.36%
78
2016
Q2
$798K
Sell
141,450
-2,100
-1%
-$11K
0.39%
72
2016
Q1
$738K
Sell
143,550
-6,500
-4%
-$35K
0.38%
75
2015
Q4
$924K
Buy
+150,050
New
+$942K
0.48%
62
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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