Creative Planning’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 | $7.36M | Buy |
162,873
+67,223
| +70% | +$3.04M | 0.01% | 618 |
|
|
2025
Q1 | $3.07M | Sell |
95,650
-23,128
| -19% | -$742K | ﹤0.01% | 922 |
|
|
2024
Q4 | $3.91M | Sell |
118,778
-2,980
| -2% | -$98K | ﹤0.01% | 764 |
|
|
2024
Q3 | $5.16M | Buy |
121,758
+21,432
| +21% | +$908K | 0.01% | 629 |
|
|
2024
Q2 | $3.49M | Buy |
100,326
+10,824
| +12% | +$377K | ﹤0.01% | 756 |
|
|
2024
Q1 | $3.18M | Buy |
89,502
+21,461
| +32% | +$762K | ﹤0.01% | 780 |
|
|
2023
Q4 | $2.09M | Buy |
68,041
+16,847
| +33% | +$519K | ﹤0.01% | 900 |
|
|
2023
Q3 | $1.36M | Buy |
51,194
+5,108
| +11% | +$135K | ﹤0.01% | 1018 |
|
|
2023
Q2 | $1.2M | Buy |
46,086
+4,576
| +11% | +$119K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $1.12M | Buy |
41,510
+5,955
| +17% | +$160K | ﹤0.01% | 1019 |
|
|
2022
Q4 | $993K | Buy |
35,555
+19,599
| +123% | +$547K | ﹤0.01% | 1036 |
|
|
2022
Q3 | $367K | Buy |
+15,956
| New | +$367K | ﹤0.01% | 1515 |
|
|
2017
Q2 | – | Sell |
-9
| Closed | – | – | 4638 |
|
|
2017
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 4658 |
|
|
2016
Q1 | – | Sell |
-103
| Closed | -$3K | – | 4346 |
|
|
2015
Q4 | $3K | Hold |
103
| – | – | ﹤0.01% | 3843 |
|
|
2015
Q3 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 3673 |
|
|
2015
Q2 | – | Sell |
-103
| Closed | -$4K | – | 2567 |
|
|
2015
Q1 | $4K | Hold |
103
| – | – | ﹤0.01% | 3578 |
|
|
2014
Q4 | $4K | Hold |
103
| – | – | ﹤0.01% | 3539 |
|
|
2014
Q3 | $5K | Hold |
103
| – | – | ﹤0.01% | 3247 |
|
|
2014
Q2 | $5K | Hold |
103
| – | – | ﹤0.01% | 3146 |
|
|
2014
Q1 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 3032 |
|