True Wealth Design’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.47K | Hold |
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|
2025
Q2 | $4.08K | Hold |
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|
2025
Q1 | $3K | Hold |
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|
2024
Q4 | $3.99K | Sell |
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|
2024
Q3 | $5.18K | Hold |
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|
2024
Q2 | $4.92K | Hold |
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|
2024
Q1 | $6.21K | Hold |
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|
2023
Q4 | $6.38K | Hold |
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|
2023
Q3 | $7.24K | Hold |
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|
2023
Q2 | $8.09K | Hold |
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|
2023
Q1 | $8.54K | Hold |
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|
2022
Q4 | $7.75K | Buy |
|