SPC Financial Inc’s Sotherly Hotels SOHO Stock Holding History

SPC Financial Inc’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
2025 Q3	$324K	Hold	405,500	–	–	0.03%	214
2025 Q2	$385K	Hold	405,500	–	–	0.03%	192
2025 Q1	$300K	Hold	405,500	–	–	0.03%	213
2024 Q4	$378K	Hold	405,500	–	–	0.03%	196
2024 Q3	$491K	Hold	405,500	–	–	0.04%	173
2024 Q2	$466K	Hold	405,500	–	–	0.04%	166
2024 Q1	$588K	Hold	405,500	–	–	0.06%	136
2023 Q4	$604K	Hold	405,500	–	–	0.06%	132
2023 Q3	$685K	Hold	405,500	–	–	0.08%	113
2023 Q2	$766K	Hold	405,500	–	–	0.08%	108
2023 Q1	$809K	Hold	405,500	–	–	0.09%	101
2022 Q4	$734K	Hold	405,500	–	–	0.09%	110
2022 Q3	$762K	Hold	405,500	–	–	0.09%	94
2022 Q2	$706K	Hold	405,500	–	–	0.09%	104
2022 Q1	$835K	Hold	405,500	–	–	0.1%	87
2021 Q4	$847K	Hold	405,500	–	–	0.09%	91
2021 Q3	$1.04M	Hold	405,500	–	–	0.13%	73
2021 Q2	$1.22M	Hold	405,500	–	–	0.15%	68
2021 Q1	$1.41M	Sell	405,500 -2,000	-0.5%	-$6.66K	0.19%	61
2020 Q4	$1.02M	Sell	407,500 -869	-0.2%	-$1.88K	0.14%	74
2020 Q3	$735K	Hold	408,369	–	–	0.13%	76
2020 Q2	$1.03M	Hold	408,369	–	–	0.21%	66
2020 Q1	$653K	Buy	+408,369	New	+$2.03M	0.17%	76

Other funds holding SOHO

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SPC Financial Inc's SOHO Position: Q3 2025 in Review

SPC Financial Inc held its Sotherly Hotels (SOHO) position steady in Q3 2025 at 405,500 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #214.

SPC Financial Inc first reported a position in SOHO in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.41M in Q1 2021. 25 funds tracked by Wall St. Rank hold SOHO as of Q3 2025.

SPC Financial Inc held 405,500 shares of Sotherly Hotels worth $324K as of Q3 2025.
SPC Financial Inc left its Sotherly Hotels share count unchanged in Q3 2025.
Sotherly Hotels made up 0.03% of SPC Financial Inc's portfolio in Q3 2025, its #214 holding.
SPC Financial Inc first reported a position in Sotherly Hotels in Q1 2020 and has held it in 23 quarters since.
SPC Financial Inc's Sotherly Hotels position peaked at $1.41M in Q1 2021.
25 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.