Carson Wealth (CWM LLC)’s Sunstone Hotel Investors SHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70K | Buy |
8,029
+6,848
| +580% | +$59.7K | ﹤0.01% | 3012 |
|
|
2025
Q1 | $11K | Sell |
1,181
-651
| -36% | -$6.06K | ﹤0.01% | 4066 |
|
|
2024
Q4 | $22K | Buy |
1,832
+408
| +29% | +$4.9K | ﹤0.01% | 3380 |
|
|
2024
Q3 | $15K | Sell |
1,424
-6
| -0.4% | -$63 | ﹤0.01% | 3555 |
|
|
2024
Q2 | $15K | Sell |
1,430
-737
| -34% | -$7.73K | ﹤0.01% | 3311 |
|
|
2024
Q1 | $24K | Sell |
2,167
-316
| -13% | -$3.5K | ﹤0.01% | 2783 |
|
|
2023
Q4 | $27K | Buy |
2,483
+906
| +57% | +$9.85K | ﹤0.01% | 2578 |
|
|
2023
Q3 | $15K | Buy |
1,577
+114
| +8% | +$1.08K | ﹤0.01% | 2887 |
|
|
2023
Q2 | $15K | Buy |
1,463
+33
| +2% | +$338 | ﹤0.01% | 2832 |
|
|
2023
Q1 | $14K | Sell |
1,430
-260
| -15% | -$2.55K | ﹤0.01% | 2758 |
|
|
2022
Q4 | $16K | Sell |
1,690
-76
| -4% | -$720 | ﹤0.01% | 2523 |
|
|
2022
Q3 | $17K | Buy |
1,766
+1,298
| +277% | +$12.5K | ﹤0.01% | 2340 |
|
|
2022
Q2 | $5K | Sell |
468
-2,053
| -81% | -$21.9K | ﹤0.01% | 3004 |
|
|
2022
Q1 | $30K | Buy |
2,521
+2,047
| +432% | +$24.4K | ﹤0.01% | 1844 |
|
|
2021
Q4 | $6K | Buy |
+474
| New | +$6K | ﹤0.01% | 2657 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2958 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3207 |
|
|
2018
Q3 | – | Sell |
-58
| Closed | -$1K | – | 1967 |
|
|
2018
Q2 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 1584 |
|
|
2017
Q4 | – | Sell |
-90
| Closed | -$1K | – | 1567 |
|
|
2017
Q3 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 1413 |
|