PSI Advisors’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
132,023
+39,004
| +42% | +$37.1K | 0.06% | 108 |
|
|
2025
Q1 | $68.8K | Hold |
93,019
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $86.6K | Sell |
93,019
-1,000
| -1% | -$931 | 0.03% | 194 |
|
|
2024
Q3 | $114K | Buy |
94,019
+3,500
| +4% | +$4.24K | 0.03% | 174 |
|
|
2024
Q2 | $104K | Sell |
90,519
-27,000
| -23% | -$31.1K | 0.03% | 178 |
|
|
2024
Q1 | $170K | Buy |
117,519
+11,944
| +11% | +$17.3K | 0.06% | 140 |
|
|
2023
Q4 | $157K | Buy |
105,575
+18,000
| +21% | +$26.8K | 0.06% | 145 |
|
|
2023
Q3 | $148K | Sell |
87,575
-500
| -0.6% | -$845 | 0.06% | 146 |
|
|
2023
Q2 | $166K | Buy |
88,075
+2,000
| +2% | +$3.78K | 0.07% | 136 |
|
|
2023
Q1 | $172K | Hold |
86,075
| – | – | 0.08% | 127 |
|
|
2022
Q4 | $156K | Buy |
86,075
+4,000
| +5% | +$7.24K | 0.08% | 124 |
|
|
2022
Q3 | $154K | Hold |
82,075
| – | – | 0.08% | 129 |
|
|
2022
Q2 | $143K | Buy |
82,075
+6,905
| +9% | +$12K | 0.07% | 143 |
|
|
2022
Q1 | $155K | Buy |
75,170
+35,670
| +90% | +$73.6K | 0.06% | 155 |
|
|
2021
Q4 | $83K | Buy |
39,500
+6,878
| +21% | +$14.5K | 0.03% | 222 |
|
|
2021
Q3 | $84K | Buy |
+32,622
| New | +$84K | 0.04% | 219 |
|