Envestnet Asset Management’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 | $9.84M | Buy |
217,835
+20,126
| +10% | +$909K | ﹤0.01% | 1746 |
|
|
2025
Q1 | $6.34M | Buy |
197,709
+35,682
| +22% | +$1.14M | ﹤0.01% | 1963 |
|
|
2024
Q4 | $5.33M | Sell |
162,027
-4,170
| -3% | -$137K | ﹤0.01% | 2059 |
|
|
2024
Q3 | $7.04M | Buy |
166,197
+43,720
| +36% | +$1.85M | ﹤0.01% | 1882 |
|
|
2024
Q2 | $4.26M | Buy |
122,477
+2,373
| +2% | +$82.6K | ﹤0.01% | 2128 |
|
|
2024
Q1 | $4.26M | Sell |
120,104
-15,837
| -12% | -$562K | ﹤0.01% | 2093 |
|
|
2023
Q4 | $4.18M | Buy |
135,941
+4,531
| +3% | +$139K | ﹤0.01% | 2015 |
|
|
2023
Q3 | $3.48M | Buy |
131,410
+44,895
| +52% | +$1.19M | ﹤0.01% | 2038 |
|
|
2023
Q2 | $2.25M | Sell |
86,515
-207,146
| -71% | -$5.4M | ﹤0.01% | 2212 |
|
|
2023
Q1 | $2.17M | Buy |
293,661
+206,165
| +236% | +$1.52M | ﹤0.01% | 2151 |
|
|
2022
Q4 | $2.44M | Sell |
87,496
-26,667
| -23% | -$745K | ﹤0.01% | 2024 |
|
|
2022
Q3 | $2.63M | Sell |
114,163
-29,619
| -21% | -$681K | ﹤0.01% | 1913 |
|
|
2022
Q2 | $4.11M | Sell |
143,782
-140
| -0.1% | -$4K | ﹤0.01% | 1633 |
|
|
2022
Q1 | $4.81M | Buy |
143,922
+7,952
| +6% | +$266K | ﹤0.01% | 1630 |
|
|
2021
Q4 | $4.2M | Buy |
135,970
+46,215
| +51% | +$1.43M | ﹤0.01% | 1688 |
|
|
2021
Q3 | $3.02M | Buy |
89,755
+7,678
| +9% | +$259K | ﹤0.01% | 1833 |
|
|
2021
Q2 | $2.94M | Buy |
82,077
+20,223
| +33% | +$725K | ﹤0.01% | 1819 |
|
|
2021
Q1 | $2.08M | Buy |
61,854
+4,492
| +8% | +$151K | ﹤0.01% | 1913 |
|
|
2020
Q4 | $1.71M | Buy |
57,362
+2,922
| +5% | +$87K | ﹤0.01% | 1856 |
|
|
2020
Q3 | $1.25M | Buy |
54,440
+11,551
| +27% | +$265K | ﹤0.01% | 1887 |
|
|
2020
Q2 | $1.03M | Buy |
42,889
+6,491
| +18% | +$156K | ﹤0.01% | 1946 |
|
|
2020
Q1 | $848K | Sell |
36,398
-8,915
| -20% | -$208K | ﹤0.01% | 1908 |
|
|
2019
Q4 | $1.73M | Buy |
45,313
+2,523
| +6% | +$96K | ﹤0.01% | 1696 |
|
|
2019
Q3 | $1.5M | Buy |
42,790
+7,591
| +22% | +$266K | ﹤0.01% | 1708 |
|
|
2019
Q2 | $1.37M | Buy |
35,199
+6,367
| +22% | +$248K | ﹤0.01% | 1764 |
|
|
2019
Q1 | $1.07M | Buy |
28,832
+1,236
| +4% | +$45.9K | ﹤0.01% | 1873 |
|
|
2018
Q4 | $979K | Buy |
+27,596
| New | +$979K | ﹤0.01% | 1762 |
|
|
2018
Q3 | – | Sell |
-4,722
| Closed | -$182K | – | 2376 |
|
|
2018
Q2 | $182K | Sell |
4,722
-1
| -0% | -$39 | ﹤0.01% | 1716 |
|
|
2018
Q1 | $200K | Sell |
4,723
-7,741
| -62% | -$328K | ﹤0.01% | 1585 |
|
|
2017
Q4 | $578K | Buy |
12,464
+2,730
| +28% | +$127K | ﹤0.01% | 1417 |
|
|
2017
Q3 | $431K | Sell |
9,734
-819
| -8% | -$36.3K | ﹤0.01% | 1535 |
|
|
2017
Q2 | $460K | Sell |
10,553
-548
| -5% | -$23.9K | ﹤0.01% | 1522 |
|
|
2017
Q1 | $465K | Sell |
11,101
-1,328
| -11% | -$55.6K | ﹤0.01% | 1560 |
|
|
2016
Q4 | $469K | Buy |
12,429
+1,164
| +10% | +$43.9K | ﹤0.01% | 1532 |
|
|
2016
Q3 | $410K | Sell |
11,265
-463
| -4% | -$16.9K | ﹤0.01% | 1677 |
|
|
2016
Q2 | $384K | Buy |
11,728
+72
| +0.6% | +$2.36K | ﹤0.01% | 1770 |
|
|
2016
Q1 | $410K | Hold |
11,656
| – | – | ﹤0.01% | 1729 |
|
|
2015
Q4 | $392K | Sell |
11,656
-975
| -8% | -$32.8K | ﹤0.01% | 1702 |
|
|
2015
Q3 | $440K | Buy |
12,631
+1,127
| +10% | +$39.3K | ﹤0.01% | 1659 |
|
|
2015
Q2 | $426K | Buy |
11,504
+3,816
| +50% | +$141K | ﹤0.01% | 1795 |
|
|
2015
Q1 | $287K | Buy |
7,688
+6,975
| +978% | +$260K | ﹤0.01% | 1803 |
|
|
2014
Q4 | $29K | Buy |
713
+388
| +119% | +$15.8K | ﹤0.01% | 1624 |
|
|
2014
Q3 | $15K | Buy |
+325
| New | +$15K | ﹤0.01% | 1991 |
|
|
2014
Q1 | – | Sell |
-135
| Closed | -$6K | – | 2636 |
|
|
2013
Q4 | $6K | Buy |
135
+72
| +114% | +$3.2K | ﹤0.01% | 1940 |
|
|
2013
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 2070 |
|
|
2013
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 2106 |
|