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Sotherly Hotels shares owned by True Wealth Design

Quarter-by-quarter ownership of Sotherly Hotels (SOHO) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Sotherly Hotels

Tip: Access up to 7 years of quarterly data

All positions including Sotherly Hotels held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sotherly Hotels by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4k 4.3k 1.49
2023-09-30 $7.2k 4.3k 1.69
2023-06-30 $8.1k 4.3k 1.89
2023-03-31 $8.5k 4.3k 2.00
2022-12-31 $7.7k 4.3k 1.81

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Sotherly Hotels

Vanguard Group
SPC Financial
Thompson Davis & Co
PSI Advisors
Dimensional Fund Advisors
Stony Point Wealth Management
Citadel Advisors
Bank of New York Mellon
Cambridge Investment Research Advisors
Virtu Financial
Raymond James & Associates
NISA Investment Advisors
UBS Group
True Wealth Design
Creative Financial Designs

View all funds holding Sotherly Hotels