LPL Financial’s Summit Hotel Properties INN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $80.9K | Buy |
18,292
+3,029
| +20% | +$13.6K | ﹤0.01% | 5715 |
|
|
2025
Q4 | $74.3K | Sell |
15,263
-556
| -4% | -$2.91K | ﹤0.01% | 5659 |
|
|
2025
Q3 | $86.8K | Sell |
15,819
-3,386
| -18% | -$18.5K | ﹤0.01% | 5541 |
|
|
2025
Q2 | $97.8K | Buy |
19,205
+1,005
| +6% | +$4.42K | ﹤0.01% | 5272 |
|
|
2025
Q1 | $98.5K | Sell |
18,200
-328
| -2% | -$2.08K | ﹤0.01% | 5046 |
|
|
2024
Q4 | $127K | Sell |
18,528
-9,081
| -33% | -$59.7K | ﹤0.01% | 4944 |
|
|
2024
Q3 | $189K | Buy |
27,609
+12,645
| +85% | +$80.5K | ﹤0.01% | 4747 |
|
|
2024
Q2 | $89.6K | Buy |
+14,964
| New | +$91.6K | ﹤0.01% | 4762 |
|
|
2024
Q1 | – | Sell |
-10,272
| Closed | -$69K | – | 4972 |
|
|
2023
Q4 | $69K | Sell |
10,272
-14,830
| -59% | -$91.3K | ﹤0.01% | 4609 |
|
|
2023
Q3 | $146K | Buy |
25,102
+4,307
| +21% | +$25.7K | ﹤0.01% | 4336 |
|
|
2023
Q2 | $135K | Buy |
20,795
+3,002
| +17% | +$19.9K | ﹤0.01% | 4268 |
|
|
2023
Q1 | $125K | Buy |
+17,793
| New | +$135K | ﹤0.01% | 4163 |
|
|
2022
Q4 | – | Sell |
-12,582
| Closed | -$85K | – | 4499 |
|
|
2022
Q3 | $85K | Buy |
+12,582
| New | +$98.3K | ﹤0.01% | 4147 |
|
|
2020
Q2 | – | Sell |
-53,645
| Closed | -$226K | – | 3480 |
|
|
2020
Q1 | $226K | Sell |
53,645
-2,992
| -5% | -$28.2K | ﹤0.01% | 2722 |
|
|
2019
Q4 | $699K | Sell |
56,637
-1,169
| -2% | -$14K | ﹤0.01% | 2100 |
|
|
2019
Q3 | $671K | Sell |
57,806
-301
| -0.5% | -$3.44K | ﹤0.01% | 2030 |
|
|
2019
Q2 | $666K | Buy |
58,107
+3,770
| +7% | +$44.4K | ﹤0.01% | 2031 |
|
|
2019
Q1 | $620K | Buy |
54,337
+9,898
| +22% | +$110K | ﹤0.01% | 2032 |
|
|
2018
Q4 | $432K | Sell |
44,439
-341,341
| -88% | -$3.87M | ﹤0.01% | 2155 |
|
|
2018
Q3 | $5.22M | Buy |
385,780
+5,190
| +1% | +$71.5K | 0.01% | 714 |
|
|
2018
Q2 | $5.45M | Sell |
380,590
-25,467
| -6% | -$369K | 0.01% | 678 |
|
|
2018
Q1 | $5.53M | Sell |
406,057
-53,999
| -12% | -$774K | 0.02% | 660 |
|
|
2017
Q4 | $7.01M | Buy |
460,056
+440,522
| +2,255% | +$6.81M | 0.02% | 530 |
|
|
2017
Q3 | $312K | Sell |
19,534
-2,985
| -13% | -$48.5K | ﹤0.01% | 2331 |
|
|
2017
Q2 | $420K | Sell |
22,519
-13,889
| -38% | -$242K | ﹤0.01% | 2009 |
|
|
2017
Q1 | $568K | Buy |
36,408
+3,110
| +9% | +$49K | ﹤0.01% | 1693 |
|
|
2016
Q4 | $537K | Sell |
33,298
-1,856
| -5% | -$26K | ﹤0.01% | 1699 |
|
|
2016
Q3 | $461K | Sell |
35,154
-136
| -0.4% | -$1.88K | ﹤0.01% | 1787 |
|
|
2016
Q2 | $467K | Buy |
+35,290
| New | +$422K | ﹤0.01% | 1733 |
|
|
2015
Q4 | – | Sell |
-15,320
| Closed | -$190K | – | 3206 |
|
|
2015
Q3 | $190K | Buy |
15,320
+722
| +5% | +$9.22K | ﹤0.01% | 2533 |
|
|
2015
Q2 | $200K | Buy |
14,598
+1,096
| +8% | +$14.6K | ﹤0.01% | 2629 |
|
|
2015
Q1 | $190K | Buy |
13,502
+2,174
| +19% | +$28.9K | ﹤0.01% | 2571 |
|
|
2014
Q4 | $141K | Sell |
11,328
-534
| -5% | -$6.2K | ﹤0.01% | 2583 |
|
|
2014
Q3 | $127K | Buy |
+11,862
| New | +$127K | ﹤0.01% | 2577 |
|
|
2013
Q3 | – | Sell |
-13,664
| Closed | -$129K | – | 2561 |
|
|
2013
Q2 | $129K | Buy |
+13,664
| New | +$136K | ﹤0.01% | 2302 |
|
Other funds holding INN
LPC
H2CM
VPM
VCM
