True Wealth Design’s Sotherly Hotels SOHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08K | Hold |
4,281
| – | – | ﹤0.01% | 887 |
|
|
2025
Q1 | $3K | Hold |
4,281
| – | – | ﹤0.01% | 859 |
|
|
2024
Q4 | $3.99K | Sell |
4,281
-1
| -0% | -$1 | ﹤0.01% | 577 |
|
|
2024
Q3 | $5.18K | Hold |
4,282
| – | – | ﹤0.01% | 546 |
|
|
2024
Q2 | $4.93K | Hold |
4,282
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $6.21K | Hold |
4,282
| – | – | ﹤0.01% | 267 |
|
|
2023
Q4 | $6.38K | Hold |
4,282
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $7.24K | Hold |
4,282
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $8.09K | Hold |
4,282
| – | – | ﹤0.01% | 223 |
|
|
2023
Q1 | $8.54K | Hold |
4,282
| – | – | ﹤0.01% | 249 |
|
|
2022
Q4 | $7.75K | Buy |
+4,282
| New | +$7.75K | ﹤0.01% | 231 |
|