LPL Financial’s Sotherly Hotels SOHO Stock Holding History

LPL Financial’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
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

LPL Financial's SOHO Position: Q1 2026 in Review

LPL Financial sold out of Sotherly Hotels (SOHO) in Q1 2026, closing a stake of 20,136 shares — an estimated $43.3K sold.

LPL Financial first reported a position in SOHO in Q3 2022 and held it in 5 quarters. The position peaked at $236K in Q1 2023. 0 funds tracked by Wall St. Rank hold SOHO as of Q1 2026.

LPL Financial reported no remaining Sotherly Hotels position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 20,136 Sotherly Hotels shares in Q1 2026, an estimated $43.3K.
LPL Financial first reported a position in Sotherly Hotels in Q3 2022 and held it in 5 quarters.
LPL Financial's Sotherly Hotels position peaked at $236K in Q1 2023.
0 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.