Stifel Financial’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,000
| Closed | -$26K | – | 3460 |
|
|
2021
Q3 | $26K | Hold |
10,000
| – | – | ﹤0.01% | 3298 |
|
|
2021
Q2 | $30K | Hold |
10,000
| – | – | ﹤0.01% | 3287 |
|
|
2021
Q1 | $35K | Hold |
10,000
| – | – | ﹤0.01% | 3174 |
|
|
2020
Q4 | $25K | Sell |
10,000
-288
| -3% | -$720 | ﹤0.01% | 3016 |
|
|
2020
Q3 | $19K | Buy |
10,288
+288
| +3% | +$532 | ﹤0.01% | 2852 |
|
|
2020
Q2 | $25K | Hold |
10,000
| – | – | ﹤0.01% | 2799 |
|
|
2020
Q1 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 2748 |
|
|
2019
Q4 | $68K | Hold |
10,000
| – | – | ﹤0.01% | 2911 |
|
|
2019
Q3 | $67K | Hold |
10,000
| – | – | ﹤0.01% | 2791 |
|
|
2019
Q2 | $70K | Hold |
10,000
| – | – | ﹤0.01% | 2845 |
|
|
2019
Q1 | $68K | Sell |
10,000
-1,000
| -9% | -$6.8K | ﹤0.01% | 2720 |
|
|
2018
Q4 | $62K | Sell |
11,000
-1,000
| -8% | -$5.64K | ﹤0.01% | 2599 |
|
|
2018
Q3 | $86K | Hold |
12,000
| – | – | ﹤0.01% | 2686 |
|
|
2018
Q2 | $84K | Sell |
12,000
-7,000
| -37% | -$49K | ﹤0.01% | 2650 |
|
|
2018
Q1 | $131K | Hold |
19,000
| – | – | ﹤0.01% | 2540 |
|
|
2017
Q4 | $122K | Sell |
19,000
-2,100
| -10% | -$13.5K | ﹤0.01% | 2531 |
|
|
2017
Q3 | $125K | Buy |
21,100
+1,000
| +5% | +$5.92K | ﹤0.01% | 2450 |
|
|
2017
Q2 | $136K | Sell |
20,100
-500
| -2% | -$3.38K | ﹤0.01% | 2419 |
|
|
2017
Q1 | $131K | Buy |
20,600
+500
| +2% | +$3.18K | ﹤0.01% | 2398 |
|
|
2016
Q4 | $137K | Sell |
20,100
-334
| -2% | -$2.28K | ﹤0.01% | 2329 |
|
|
2016
Q3 | $108K | Buy |
+20,434
| New | +$108K | ﹤0.01% | 2283 |
|