Allworth Financial’s Sunstone Hotel Investors SHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.23K	Sell	469 -45	-9%	-$413	﹤0.01%	4051
2025 Q4	$4.6K	Buy	514 +95	+23%	+$871	﹤0.01%	3765
2025 Q3	$3.93K	Buy	419 +227	+118%	+$2.09K	﹤0.01%	3691
2025 Q2	$1.67K	Sell	192 -57	-23%	-$491	﹤0.01%	3786
2025 Q1	$2.01K	Buy	249 +12	+5%	+$130	﹤0.01%	3215
2024 Q4	$2.73K	Buy	237 +79	+50%	+$861	﹤0.01%	3034
2024 Q3	$1.63K	Hold	158	–	–	﹤0.01%	3044
2024 Q2	$1.65K	Hold	158	–	–	﹤0.01%	3003
2024 Q1	$1.76K	Hold	158	–	–	﹤0.01%	2854
2023 Q4	$1.7K	Sell	158 -21	-12%	-$207	﹤0.01%	2747
2023 Q3	$1.67K	Buy	+179	New	+$1.69K	﹤0.01%	2624
2023 Q1	–	Sell	-19	Closed	-$184	–	3281
2022 Q4	$184	Sell	19 -113	-86%	-$1.17K	﹤0.01%	2801
2022 Q3	$1K	Buy	+132	New	+$1.43K	﹤0.01%	2494
2022 Q1	–	Sell	-34	Closed	–	–	2356
2021 Q4	$0	Sell	34 -994	-97%	-$11.9K	﹤0.01%	2102
2021 Q3	$12K	Buy	+1,028	New	+$12K	﹤0.01%	1236
2017 Q2	–	Sell	-38	Closed	-$1K	–	825
2017 Q1	$1K	Buy	+38	New	+$566	﹤0.01%	716