Raymond James 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 |
-14,150
| Closed | -$30.4K | – | 5439 |
|
|
2025
Q4 | $30.4K | Sell |
14,150
-100
| -0.7% | -$180 | ﹤0.01% | 5049 |
|
|
2025
Q3 | $11.4K | Sell |
14,250
-900
| -6% | -$751 | ﹤0.01% | 4931 |
|
|
2025
Q2 | $14.4K | Hold |
15,150
| – | – | ﹤0.01% | 5745 |
|
|
2025
Q1 | $11.2K | Hold |
15,150
| – | – | ﹤0.01% | 4770 |
|
|
2024
Q4 | $14.1K | Buy |
+15,150
| New | +$16.9K | ﹤0.01% | 4758 |
|