SPIA
SOHO

Steward Partners Investment Advisory’s Sotherly Hotels SOHO Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-414
Closed -$3K – 1950
2018
Q3 		$3K Hold
414
– – ﹤0.01% 2299
2018
Q2 		$3K Hold
414
– – ﹤0.01% 2143
2018
Q1 		$2K Buy
+414
New +$2.58K ﹤0.01% 2037

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UIC
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CSA
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LSV Asset Management
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BA
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UBS Group
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GIM
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Dimensional Fund Advisors
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