First Trust Direct Indexing’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,997
| Closed | -$932K | – | 758 |
|
|
2024
Q3 | $932K | Sell |
21,997
-1,307
| -6% | -$55.4K | 0.05% | 370 |
|
|
2024
Q2 | $811K | Sell |
23,304
-853
| -4% | -$29.7K | 0.05% | 369 |
|
|
2024
Q1 | $857K | Sell |
24,157
-25,621
| -51% | -$909K | 0.06% | 329 |
|
|
2023
Q4 | $1.53M | Sell |
49,778
-4,467
| -8% | -$137K | 0.14% | 169 |
|
|
2023
Q3 | $1.44M | Buy |
54,245
+2,699
| +5% | +$71.5K | 0.16% | 135 |
|
|
2023
Q2 | $1.34M | Buy |
51,546
+8,132
| +19% | +$212K | 0.15% | 154 |
|
|
2023
Q1 | $1.17M | Sell |
43,414
-2,237
| -5% | -$60.3K | 0.14% | 176 |
|
|
2022
Q4 | $1.28M | Sell |
45,651
-4,642
| -9% | -$130K | 0.17% | 151 |
|
|
2022
Q3 | $1.16M | Sell |
50,293
-3,326
| -6% | -$76.5K | 0.17% | 148 |
|
|
2022
Q2 | $1.53M | Buy |
53,619
+7,254
| +16% | +$207K | 0.21% | 109 |
|
|
2022
Q1 | $1.55M | Buy |
46,365
+2,261
| +5% | +$75.6K | 0.19% | 120 |
|
|
2021
Q4 | $1.36M | Buy |
44,104
+408
| +0.9% | +$12.6K | 0.18% | 133 |
|
|
2021
Q3 | $1.47M | Buy |
43,696
+2,371
| +6% | +$79.8K | 0.21% | 104 |
|
|
2021
Q2 | $1.48M | Buy |
41,325
+21,215
| +105% | +$761K | 0.22% | 103 |
|
|
2021
Q1 | $674K | Buy |
20,110
+694
| +4% | +$23.3K | 0.18% | 167 |
|
|
2020
Q4 | $578K | Buy |
+19,416
| New | +$578K | 0.16% | 165 |
|