Raymond James Financial’s Sotherly Hotels SOHO Stock Holding History

Raymond James 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	-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

Raymond James Financial's SOHO Position: Q1 2026 in Review

Raymond James Financial sold out of Sotherly Hotels (SOHO) in Q1 2026, closing a stake of 14,150 shares — an estimated $30.4K sold.

Raymond James Financial first reported a position in SOHO in Q4 2024 and held it in 5 quarters. The position peaked at $30.4K in Q4 2025. 0 funds tracked by Wall St. Rank hold SOHO as of Q1 2026.

Raymond James Financial reported no remaining Sotherly Hotels position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 14,150 Sotherly Hotels shares in Q1 2026, an estimated $30.4K.
Raymond James Financial first reported a position in Sotherly Hotels in Q4 2024 and held it in 5 quarters.
Raymond James Financial's Sotherly Hotels position peaked at $30.4K in Q4 2025.
0 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.