A detailed history of Heritage Wealth Management, LLC transactions in Sunstone Hotel Investors, Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 15,134 shares of SHO stock, worth $153,610. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,134
Previous 15,161 0.18%
Holding current value
$153,610
Previous $162,000 3.7%
% of portfolio
0.08%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$10.42 - $11.38 $281 - $307
-27 Reduced 0.18%
15,134 $168,000
Q4 2023

Feb 06, 2024

SELL
$9.04 - $11.05 $240,075 - $293,454
-26,557 Reduced 63.66%
15,161 $162,000
Q4 2022

Feb 13, 2023

BUY
$9.42 - $11.19 $215,435 - $255,915
22,870 Added 121.34%
41,718 $402,000
Q3 2022

Nov 14, 2022

BUY
$9.42 - $24.05 $5,237 - $13,371
556 Added 3.04%
18,848 $178,000
Q2 2022

Aug 15, 2022

BUY
$9.64 - $12.68 $18,923 - $24,890
1,963 Added 12.02%
18,292 $181,000
Q1 2022

Aug 15, 2022

BUY
$10.15 - $12.07 $96,668 - $114,954
9,524 Added 139.96%
16,329 $192,000
Q3 2021

Nov 10, 2021

BUY
$10.68 - $12.48 $72,677 - $84,926
6,805 New
6,805 $81,000

Others Institutions Holding SHO

About Sunstone Hotel Investors, Inc.


  • Ticker SHO
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Hotel & Motel
  • Shares Outstandng 212,316,000
  • Market Cap $2.16B
  • Description
  • Sunstone Hotel Investors, Inc. is a lodging real estate investment trust ("REIT") that as of the date of this release has interests in 19 hotels comprised of 9,997 rooms. Sunstone's business is to acquire, own, asset manage and renovate or reposition hotels considered to be Long-Term Relevant Real Estate®, the majority of which are operated unde...
More about SHO
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