Sowell Financial Services’s Braemar Hotels & Resorts BHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $174K | Buy |
71,171
+8,055
| +13% | +$19.7K | 0.01% | 980 |
|
2025
Q1 | $157K | Buy |
+63,116
| New | +$157K | 0.01% | 950 |
|
2024
Q4 | – | Sell |
-64,141
| Closed | -$201K | – | 511 |
|
2024
Q3 | $201K | Buy |
+64,141
| New | +$201K | 0.01% | 529 |
|
2023
Q4 | – | Sell |
-71,411
| Closed | -$201K | – | 533 |
|
2023
Q3 | $201K | Buy |
71,411
+1,718
| +2% | +$4.84K | 0.01% | 505 |
|
2023
Q2 | $284K | Hold |
69,693
| – | – | 0.02% | 518 |
|
2023
Q1 | $269K | Sell |
69,693
-1,000
| -1% | -$3.86K | 0.02% | 597 |
|
2022
Q4 | $294K | Buy |
70,693
+256
| +0.4% | +$1.07K | 0.02% | 489 |
|
2022
Q3 | $304K | Buy |
70,437
+15
| +0% | +$65 | 0.03% | 368 |
|
2022
Q2 | $303K | Buy |
+70,422
| New | +$303K | 0.03% | 252 |
|
2022
Q1 | – | Sell |
-68,826
| Closed | -$351K | – | 198 |
|
2021
Q4 | $351K | Buy |
68,826
+2,294
| +3% | +$11.7K | 0.02% | 469 |
|
2021
Q3 | $323K | Buy |
+66,532
| New | +$323K | 0.02% | 442 |
|
2021
Q2 | – | Sell |
-4,252
| Closed | -$30K | – | 770 |
|
2021
Q1 | $30K | Buy |
4,252
+2,752
| +183% | +$19.4K | ﹤0.01% | 1862 |
|
2020
Q4 | $7K | Buy |
+1,500
| New | +$7K | ﹤0.01% | 2148 |
|