Nisa Investment Advisors’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 |
-2,608
| Closed | -$5.61K | – | 3119 |
|
|
2025
Q4 | $5.61K | Sell |
2,608
-2,244
| -46% | -$4.03K | ﹤0.01% | 2430 |
|
|
2025
Q3 | $3.93K | Hold |
4,852
| – | – | ﹤0.01% | 2485 |
|
|
2025
Q2 | $4.63K | Hold |
4,852
| – | – | ﹤0.01% | 2464 |
|
|
2025
Q1 | $3.4K | Hold |
4,852
| – | – | ﹤0.01% | 2340 |
|
|
2024
Q4 | $4.52K | Hold |
4,852
| – | – | ﹤0.01% | 2305 |
|
|
2024
Q3 | $5.87K | Hold |
4,852
| – | – | ﹤0.01% | 2195 |
|
|
2024
Q2 | $5.58K | Hold |
4,852
| – | – | ﹤0.01% | 2258 |
|
|
2024
Q1 | $7.04K | Hold |
4,852
| – | – | ﹤0.01% | 2088 |
|
|
2023
Q4 | $7.23K | Hold |
4,852
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q3 | $8.15K | Hold |
4,852
| – | – | ﹤0.01% | 2215 |
|
|
2023
Q2 | $9.17K | Hold |
4,852
| – | – | ﹤0.01% | 2273 |
|
|
2023
Q1 | $10K | Hold |
4,852
| – | – | ﹤0.01% | 2160 |
|
|
2022
Q4 | $9K | Hold |
4,852
| – | – | ﹤0.01% | 2231 |
|
|
2022
Q3 | $9K | Hold |
4,852
| – | – | ﹤0.01% | 2214 |
|
|
2022
Q2 | $8K | Hold |
4,852
| – | – | ﹤0.01% | 2225 |
|
|
2022
Q1 | $10K | Hold |
4,852
| – | – | ﹤0.01% | 2208 |
|
|
2021
Q4 | $10K | Hold |
4,852
| – | – | ﹤0.01% | 2029 |
|
|
2021
Q3 | $12 | Hold |
4,852
| – | – | ﹤0.01% | 2185 |
|
|
2021
Q2 | $15 | Hold |
4,852
| – | – | ﹤0.01% | 2175 |
|
|
2021
Q1 | $17 | Hold |
4,852
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q4 | $12K | Hold |
4,852
| – | – | ﹤0.01% | 2195 |
|
|
2020
Q3 | $9K | Hold |
4,852
| – | – | ﹤0.01% | 2134 |
|
|
2020
Q2 | $12K | Buy |
4,852
+1,275
| +36% | +$2.96K | ﹤0.01% | 1886 |
|
|
2020
Q1 | $6K | Buy |
3,577
+1,105
| +45% | +$5.49K | ﹤0.01% | 1936 |
|
|
2019
Q4 | $17K | Buy |
2,472
+662
| +37% | +$4.36K | ﹤0.01% | 1722 |
|
|
2019
Q3 | $12K | Buy |
1,810
+598
| +49% | +$4.11K | ﹤0.01% | 1747 |
|
|
2019
Q2 | $8K | Buy |
1,212
+552
| +84% | +$3.89K | ﹤0.01% | 1819 |
|
|
2019
Q1 | $4K | Buy |
+660
| New | +$4.4K | ﹤0.01% | 1943 |
|