IFP Advisors’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 | $18 | Hold |
2
| – | – | ﹤0.01% | 4928 |
|
|
2025
Q4 | $18 | Hold |
2
| – | – | ﹤0.01% | 4813 |
|
|
2025
Q3 | $19 | Buy |
+2
| New | +$18 | ﹤0.01% | 4757 |
|
|
2025
Q2 | – | Sell |
-1
| Closed | -$9 | – | 3191 |
|
|
2025
Q1 | $9 | Hold |
1
| – | – | ﹤0.01% | 4240 |
|
|
2024
Q4 | $12 | Hold |
1
| – | – | ﹤0.01% | 4522 |
|
|
2024
Q3 | $10 | Hold |
1
| – | – | ﹤0.01% | 3287 |
|
|
2024
Q2 | $10 | Hold |
1
| – | – | ﹤0.01% | 3213 |
|
|
2024
Q1 | $11 | Sell |
1
-206
| -100% | -$2.25K | ﹤0.01% | 3100 |
|
|
2023
Q4 | $2.22K | Buy |
207
+1
| +0.5% | +$10 | ﹤0.01% | 2657 |
|
|
2023
Q3 | $1.93K | Hold |
206
| – | – | ﹤0.01% | 2851 |
|
|
2023
Q2 | $2.08K | Hold |
206
| – | – | ﹤0.01% | 2864 |
|
|
2023
Q1 | $3.05K | Sell |
206
-562
| -73% | -$5.7K | ﹤0.01% | 2759 |
|
|
2022
Q4 | $12K | Sell |
768
-147
| -16% | -$1.52K | ﹤0.01% | 3284 |
|
|
2022
Q3 | $13K | Buy |
915
+36
| +4% | +$389 | ﹤0.01% | 3471 |
|
|
2022
Q2 | $13K | Hold |
879
| – | – | ﹤0.01% | 3214 |
|
|
2022
Q1 | $13K | Buy |
879
+566
| +181% | +$6.43K | ﹤0.01% | 3214 |
|
|
2021
Q4 | $3K | Buy |
313
+107
| +52% | +$1.28K | ﹤0.01% | 2693 |
|
|
2021
Q3 | $2K | Buy |
+206
| New | +$2.4K | ﹤0.01% | 2897 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4220 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4124 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3931 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3792 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3617 |
|
|
2020
Q1 | – | Sell |
-53
| Closed | -$617 | – | 3566 |
|
|
2019
Q4 | $1K | Hold |
53
| – | – | ﹤0.01% | 2720 |
|
|
2019
Q3 | $0 | Buy |
+53
| New | +$711 | ﹤0.01% | 3576 |
|
|
2017
Q3 | – | Sell |
-12
| Closed | – | – | 4193 |
|
|
2017
Q2 | $0 | Sell |
12
-435
| -97% | -$6.85K | ﹤0.01% | 4195 |
|
|
2017
Q1 | $7K | Buy |
447
+350
| +361% | +$5.21K | ﹤0.01% | 3138 |
|
|
2016
Q4 | $1K | Hold |
97
| – | – | ﹤0.01% | 3826 |
|
|
2016
Q3 | $1K | Sell |
97
-444
| -82% | -$5.82K | ﹤0.01% | 3762 |
|
|
2016
Q2 | $7K | Buy |
+541
| New | +$6.77K | ﹤0.01% | 2959 |
|
|
2016
Q1 | – | Sell |
-52
| Closed | -$1K | – | 3274 |
|
|
2015
Q4 | $1K | Buy |
+52
| New | +$735 | ﹤0.01% | 3550 |
|
Other funds holding SHO
VPM
VCM
