IFA
Index Fund Advisors’s Sunstone Hotel Investors SHO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-225,157
| Closed | -$2.67M | – | 108 |
|
2024
Q4 | $2.67M | Sell |
225,157
-121,325
| -35% | -$1.44M | 0.14% | 22 |
|
2024
Q3 | $3.58M | Hold |
346,482
| – | – | 0.19% | 20 |
|
2024
Q2 | $3.62M | Hold |
346,482
| – | – | 0.2% | 18 |
|
2024
Q1 | $3.86M | Hold |
346,482
| – | – | 0.21% | 18 |
|
2023
Q4 | $3.72M | Buy |
346,482
+2,553
| +0.7% | +$27.4K | 0.22% | 17 |
|
2023
Q3 | $3.22M | Buy |
343,929
+1,664
| +0.5% | +$15.6K | 0.21% | 17 |
|
2023
Q2 | $3.46M | Buy |
342,265
+1,776
| +0.5% | +$18K | 0.23% | 13 |
|
2023
Q1 | $3.36M | Buy |
340,489
+1,675
| +0.5% | +$16.5K | 0.23% | 12 |
|
2022
Q4 | $3.27M | Buy |
338,814
+1,684
| +0.5% | +$16.3K | 0.23% | 12 |
|
2022
Q3 | $3.18M | Hold |
337,130
| – | – | 0.25% | 13 |
|
2022
Q2 | $3.34M | Buy |
+337,130
| New | +$3.34M | 0.25% | 12 |
|