Seneca House Advisors’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,700
| Closed | -$38.4K | – | 95 |
|
|
2024
Q3 | $38.4K | Sell |
31,700
-3,600
| -10% | -$4.36K | 0.02% | 88 |
|
|
2024
Q2 | $40.6K | Sell |
35,300
-19,452
| -36% | -$22.4K | 0.02% | 80 |
|
|
2024
Q1 | $79.4K | Hold |
54,752
| – | – | 0.03% | 83 |
|
|
2023
Q4 | $81.6K | Sell |
54,752
-2,750
| -5% | -$4.1K | 0.04% | 77 |
|
|
2023
Q3 | $93.7K | Buy |
57,502
+10,702
| +23% | +$17.4K | 0.05% | 76 |
|
|
2023
Q2 | $88.5K | Buy |
46,800
+2,740
| +6% | +$5.18K | 0.04% | 80 |
|
|
2023
Q1 | $87.9K | Buy |
44,060
+800
| +2% | +$1.6K | 0.05% | 82 |
|
|
2022
Q4 | $78.3K | Buy |
43,260
+7,200
| +20% | +$13K | 0.04% | 84 |
|
|
2022
Q3 | $68K | Buy |
+36,060
| New | +$68K | 0.05% | 79 |
|