Carson Wealth (CWM LLC)’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
3,439
-221
| -6% | -$9.96K | ﹤0.01% | 2384 |
|
|
2025
Q1 | $117K | Sell |
3,660
-64
| -2% | -$2.05K | ﹤0.01% | 2291 |
|
|
2024
Q4 | $122K | Sell |
3,724
-49
| -1% | -$1.61K | ﹤0.01% | 2156 |
|
|
2024
Q3 | $160K | Buy |
3,773
+67
| +2% | +$2.84K | ﹤0.01% | 1880 |
|
|
2024
Q2 | $129K | Buy |
3,706
+184
| +5% | +$6.41K | ﹤0.01% | 1821 |
|
|
2024
Q1 | $125K | Buy |
3,522
+303
| +9% | +$10.8K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $99K | Sell |
3,219
-168
| -5% | -$5.17K | ﹤0.01% | 1782 |
|
|
2023
Q3 | $90K | Buy |
3,387
+470
| +16% | +$12.5K | ﹤0.01% | 1705 |
|
|
2023
Q2 | $76K | Buy |
2,917
+706
| +32% | +$18.4K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $60K | Buy |
2,211
+511
| +30% | +$13.9K | ﹤0.01% | 1766 |
|
|
2022
Q4 | $47K | Buy |
1,700
+262
| +18% | +$7.24K | ﹤0.01% | 1784 |
|
|
2022
Q3 | $33K | Buy |
1,438
+620
| +76% | +$14.2K | ﹤0.01% | 1890 |
|
|
2022
Q2 | $23K | Buy |
818
+296
| +57% | +$8.32K | ﹤0.01% | 2036 |
|
|
2022
Q1 | $17K | Buy |
522
+342
| +190% | +$11.1K | ﹤0.01% | 2187 |
|
|
2021
Q4 | $6K | Buy |
+180
| New | +$6K | ﹤0.01% | 2656 |
|
|
2018
Q2 | – | Sell |
-42
| Closed | -$2K | – | 1765 |
|
|
2018
Q1 | $2K | Sell |
42
-158
| -79% | -$7.52K | ﹤0.01% | 1200 |
|
|
2017
Q4 | $9K | Buy |
200
+25
| +14% | +$1.13K | ﹤0.01% | 915 |
|
|
2017
Q3 | $8K | Buy |
+175
| New | +$8K | ﹤0.01% | 954 |
|