Diversified Trust’s Sunstone Hotel Investors SHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,697
Closed -$482K 1014
2024
Q4
$482K Buy
40,697
+4,897
+14% +$58K 0.01% 608
2024
Q3
$369K Sell
35,800
-771
-2% -$7.96K 0.01% 684
2024
Q2
$383K Buy
36,571
+2,018
+6% +$21.1K 0.01% 612
2024
Q1
$385K Buy
34,553
+1,303
+4% +$14.5K 0.01% 585
2023
Q4
$357K Buy
33,250
+2,209
+7% +$23.7K 0.01% 602
2023
Q3
$290K Buy
31,041
+125
+0.4% +$1.17K 0.01% 632
2023
Q2
$313K Buy
+30,916
New +$313K 0.01% 609