Souders Financial Advisors’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+872
| New | +$232K | 0.03% | 187 |
|
|
2025
Q1 | – | Sell |
-1,279
| Closed | -$316K | – | 187 |
|
|
2024
Q4 | $316K | Buy |
1,279
+168
| +15% | +$41.5K | 0.04% | 147 |
|
|
2024
Q3 | $256K | Sell |
1,111
-17,684
| -94% | -$4.08M | 0.04% | 155 |
|
|
2024
Q2 | $4.1M | Buy |
18,795
+243
| +1% | +$53K | 0.62% | 41 |
|
|
2024
Q1 | $3.96M | Sell |
18,552
-1,613
| -8% | -$344K | 0.62% | 42 |
|
|
2023
Q4 | $3.67M | Sell |
20,165
-60
| -0.3% | -$10.9K | 0.63% | 45 |
|
|
2023
Q3 | $3.04M | Buy |
20,225
+157
| +0.8% | +$23.6K | 0.58% | 52 |
|
|
2023
Q2 | $2.92M | Sell |
20,068
-1,658
| -8% | -$241K | 0.56% | 55 |
|
|
2023
Q1 | $3.06M | Buy |
21,726
+277
| +1% | +$39K | 0.65% | 51 |
|
|
2022
Q4 | $2.71M | Buy |
21,449
+265
| +1% | +$33.5K | 0.62% | 55 |
|
|
2022
Q3 | $2.56M | Buy |
21,184
+821
| +4% | +$99K | 0.69% | 46 |
|
|
2022
Q2 | $2.27M | Buy |
20,363
+542
| +3% | +$60.4K | 0.65% | 50 |
|
|
2022
Q1 | $3.01M | Buy |
19,821
+449
| +2% | +$68.1K | 0.87% | 35 |
|
|
2021
Q4 | $3.02M | Buy |
19,372
+496
| +3% | +$77.4K | 0.87% | 38 |
|
|
2021
Q3 | $2.49M | Buy |
18,876
+550
| +3% | +$72.7K | 0.8% | 44 |
|
|
2021
Q2 | $2.21M | Buy |
+18,326
| New | +$2.21M | 0.74% | 46 |
|