Heritage Family Offices’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 Q2	$143K	Hold	15,146	–	–	0.07%	180
2025 Q1	$143K	Buy	15,146 +737	+5%	+$6.94K	0.07%	177
2024 Q4	$171K	Buy	14,409 +969	+7%	+$11.5K	0.09%	183
2024 Q3	$139K	Buy	13,440 +49	+0.4%	+$506	0.07%	179
2024 Q2	$140K	Buy	+13,391	New	+$140K	0.08%	166