EverSource Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
7,453
+1,208
| +19% | +$54.6K | 0.02% | 620 |
|
|
2025
Q1 | $200K | Buy |
6,245
+802
| +15% | +$25.7K | 0.01% | 659 |
|
|
2024
Q4 | $179K | Sell |
5,443
-366
| -6% | -$12K | 0.01% | 695 |
|
|
2024
Q3 | $246K | Sell |
5,809
-1,559
| -21% | -$66.1K | 0.02% | 496 |
|
|
2024
Q2 | $319K | Buy |
7,368
+445
| +6% | +$19.3K | 0.02% | 424 |
|
|
2024
Q1 | $234K | Buy |
6,923
+988
| +17% | +$33.3K | 0.02% | 445 |
|
|
2023
Q4 | $183K | Buy |
5,935
+682
| +13% | +$21K | 0.02% | 457 |
|
|
2023
Q3 | $139K | Buy |
5,253
+2,160
| +70% | +$57.2K | 0.01% | 479 |
|
|
2023
Q2 | $80.6K | Sell |
3,093
-940
| -23% | -$24.5K | 0.01% | 655 |
|
|
2023
Q1 | $109K | Buy |
4,033
+37
| +0.9% | +$997 | 0.01% | 518 |
|
|
2022
Q4 | $112K | Sell |
3,996
-1,217
| -23% | -$34K | 0.02% | 474 |
|
|
2022
Q3 | $119K | Buy |
5,213
+300
| +6% | +$6.85K | 0.03% | 387 |
|
|
2022
Q2 | $141K | Buy |
4,913
+4,058
| +475% | +$116K | 0.04% | 308 |
|
|
2022
Q1 | $28K | Sell |
855
-467
| -35% | -$15.3K | 0.01% | 591 |
|
|
2021
Q4 | $41K | Buy |
+1,322
| New | +$41K | 0.01% | 464 |
|