Cerity Partners’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 | $2.24M | Sell |
49,664
-4,290
| -8% | -$194K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $1.73M | Buy |
53,954
+25,716
| +91% | +$825K | ﹤0.01% | 1181 |
|
|
2024
Q4 | $1.01M | Buy |
28,238
+3,209
| +13% | +$115K | ﹤0.01% | 1408 |
|
|
2024
Q3 | $1.06M | Buy |
25,029
+7,327
| +41% | +$310K | ﹤0.01% | 1366 |
|
|
2024
Q2 | $616K | Sell |
17,702
-22,302
| -56% | -$776K | ﹤0.01% | 1448 |
|
|
2024
Q1 | $1.42M | Buy |
40,004
+15,298
| +62% | +$543K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $760K | Buy |
24,706
+4,253
| +21% | +$131K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $542K | Buy |
20,453
+924
| +5% | +$24.5K | ﹤0.01% | 952 |
|
|
2023
Q2 | $509K | Sell |
19,529
-950
| -5% | -$24.8K | ﹤0.01% | 1169 |
|
|
2023
Q1 | $2.5M | Sell |
20,479
-2,194
| -10% | -$268K | 0.01% | 650 |
|
|
2022
Q4 | $633K | Sell |
22,673
-1,105
| -5% | -$30.9K | ﹤0.01% | 841 |
|
|
2022
Q3 | $547K | Buy |
23,778
+1,411
| +6% | +$32.5K | 0.01% | 685 |
|
|
2022
Q2 | $639K | Buy |
+22,367
| New | +$639K | 0.01% | 667 |
|
|
2022
Q1 | – | Sell |
-17,656
| Closed | -$548K | – | 1088 |
|
|
2021
Q4 | $548K | Buy |
+17,656
| New | +$548K | 0.01% | 568 |
|
|
2018
Q4 | – | Sell |
-5,316
| Closed | -$213K | – | 552 |
|
|
2018
Q3 | $213K | Buy |
+5,316
| New | +$213K | 0.01% | 502 |
|