LPL Financial’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-20,136
| Closed | -$43.3K | – | 6148 |
|
|
2025
Q4 | $43.3K | Buy |
+20,136
| New | +$36.2K | ﹤0.01% | 5718 |
|
|
2023
Q3 | – | Sell |
-118,501
| Closed | -$224K | – | 4786 |
|
|
2023
Q2 | $224K | Hold |
118,501
| – | – | ﹤0.01% | 4073 |
|
|
2023
Q1 | $236K | Sell |
118,501
-2,000
| -2% | -$4.27K | ﹤0.01% | 3921 |
|
|
2022
Q4 | $218K | Hold |
120,501
| – | – | ﹤0.01% | 3916 |
|
|
2022
Q3 | $227K | Buy |
+120,501
| New | +$268K | ﹤0.01% | 3821 |
|