Global Retirement Partners’s Shinhan Financial Group SHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$654K	Buy	12,193 +4,186	+52%	+$221K	0.01%	825
2025 Q3	$403K	Sell	8,007 -611	-7%	-$29.9K	0.01%	846
2025 Q2	$389K	Buy	+8,618	New	+$328K	0.01%	816
2024 Q4	$5.85K	Sell	178 -2	-1%	-$77	﹤0.01%	2621
2024 Q3	$7.63K	Hold	180	–	–	﹤0.01%	2395
2024 Q2	$6.27K	Buy	180 +29	+19%	+$975	﹤0.01%	2508
2024 Q1	$5.36K	Hold	151	–	–	﹤0.01%	2366
2023 Q4	$4.18K	Sell	151 -262	-63%	-$7.2K	﹤0.01%	2400
2023 Q3	$10.6K	Hold	413	–	–	﹤0.01%	1931
2023 Q2	$10.8K	Hold	413	–	–	﹤0.01%	1936
2023 Q1	$10.7K	Sell	413 -20	-5%	-$610	﹤0.01%	1896
2022 Q4	$12.1K	Sell	433 -63	-13%	-$1.7K	﹤0.01%	1702
2022 Q3	$13K	Buy	496 +142	+40%	+$3.76K	﹤0.01%	1589
2022 Q2	$10K	Sell	354 -14	-4%	-$455	﹤0.01%	1646
2022 Q1	$12K	Buy	+368	New	+$11.9K	﹤0.01%	1557
2021 Q4	–	Sell	-235	Closed	-$8K	–	1522
2021 Q3	$8K	Sell	235 -23	-9%	-$769	﹤0.01%	1498
2021 Q2	$9K	Buy	258 +224	+659%	+$8.04K	﹤0.01%	1410
2021 Q1	$1K	Buy	+34	New	+$1.03K	﹤0.01%	1739