Carson Wealth (CWM LLC)’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174K | Buy |
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|
2025
Q2 | $155K | Sell |
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|
2025
Q1 | $117K | Sell |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $129K | Buy |
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|
2024
Q1 | $125K | Buy |
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|
2023
Q4 | $99K | Sell |
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|
2023
Q3 | $90K | Buy |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $60K | Buy |
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|
2022
Q4 | $47K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $23K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Sell |
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|
2017
Q4 | $9K | Buy |
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|
2017
Q3 | $8K | Buy |
|