SOA Wealth Advisors’s Xenia Hotels & Resorts XHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5K | Buy |
337
+2
| +0.6% | +$30 | ﹤0.01% | 653 |
|
|
2025
Q4 | $4.74K | Buy |
335
+2
| +0.6% | +$27 | ﹤0.01% | 664 |
|
|
2025
Q3 | $4.58K | Sell |
333
-551
| -62% | -$7.48K | ﹤0.01% | 673 |
|
|
2025
Q2 | $11.1K | Buy |
884
+11
| +1% | +$126 | ﹤0.01% | 586 |
|
|
2025
Q1 | $10.3K | Sell |
873
-128
| -13% | -$1.78K | ﹤0.01% | 558 |
|
|
2024
Q4 | $14.9K | Buy |
1,001
+1
| +0.1% | +$15 | ﹤0.01% | 499 |
|
|
2024
Q3 | $14.8K | Buy |
1,000
+2
| +0.2% | +$28 | ﹤0.01% | 491 |
|
|
2024
Q2 | $14.3K | Sell |
998
-474
| -32% | -$6.86K | ﹤0.01% | 487 |
|
|
2024
Q1 | $22.1K | Sell |
1,472
-445
| -23% | -$6.21K | ﹤0.01% | 431 |
|
|
2023
Q4 | $26.1K | Sell |
1,917
-1,235
| -39% | -$15.2K | 0.01% | 387 |
|
|
2023
Q3 | $37.1K | Sell |
3,152
-99
| -3% | -$1.19K | 0.01% | 324 |
|
|
2023
Q2 | $40K | Buy |
3,251
+1
| +0% | +$12 | 0.01% | 321 |
|
|
2023
Q1 | $42.5K | Buy |
3,250
+1
| +0% | +$14 | 0.01% | 304 |
|
|
2022
Q4 | $42.8K | Buy |
3,249
+1
| +0% | +$15 | 0.01% | 299 |
|
|
2022
Q3 | $44K | Hold |
3,248
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $47K | Hold |
3,248
| – | – | 0.01% | 275 |
|
|
2022
Q1 | $62K | Hold |
3,248
| – | – | 0.02% | 281 |
|
|
2021
Q4 | $58K | Sell |
3,248
-998
| -24% | -$17.6K | 0.01% | 278 |
|
|
2021
Q3 | $75K | Sell |
4,246
-109
| -3% | -$1.91K | 0.02% | 259 |
|
|
2021
Q2 | $81K | Hold |
4,355
| – | – | 0.02% | 248 |
|
|
2021
Q1 | $84K | Hold |
4,355
| – | – | 0.02% | 213 |
|
|
2020
Q4 | $67K | Buy |
+4,355
| New | +$52.2K | 0.02% | 234 |
|
Other funds holding XHR
VPM
VCM
