JFS Wealth Advisors’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 | $27.7K | Buy |
613
+37
| +6% | +$1.67K | ﹤0.01% | 583 |
|
|
2025
Q1 | $18.5K | Buy |
576
+19
| +3% | +$610 | ﹤0.01% | 683 |
|
|
2024
Q4 | $18.3K | Sell |
557
-74
| -12% | -$2.43K | ﹤0.01% | 670 |
|
|
2024
Q3 | $26.7K | Buy |
631
+74
| +13% | +$3.14K | ﹤0.01% | 582 |
|
|
2024
Q2 | $19.4K | Hold |
557
| – | – | ﹤0.01% | 609 |
|
|
2024
Q1 | $19.8K | Buy |
557
+3
| +0.5% | +$106 | ﹤0.01% | 626 |
|
|
2023
Q4 | $17.1K | Sell |
554
-14
| -2% | -$431 | ﹤0.01% | 625 |
|
|
2023
Q3 | $15K | Hold |
568
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $14.8K | Sell |
568
-28
| -5% | -$730 | ﹤0.01% | 607 |
|
|
2023
Q1 | $16.1K | Sell |
596
-56
| -9% | -$1.51K | ﹤0.01% | 581 |
|
|
2022
Q4 | $18.2K | Sell |
652
-1,275
| -66% | -$35.6K | ﹤0.01% | 557 |
|
|
2022
Q3 | $44K | Buy |
1,927
+339
| +21% | +$7.74K | ﹤0.01% | 402 |
|
|
2022
Q2 | $45K | Sell |
1,588
-192
| -11% | -$5.44K | ﹤0.01% | 412 |
|
|
2022
Q1 | $60K | Sell |
1,780
-308
| -15% | -$10.4K | 0.01% | 389 |
|
|
2021
Q4 | $65K | Buy |
2,088
+139
| +7% | +$4.33K | 0.01% | 378 |
|
|
2021
Q3 | $66K | Buy |
1,949
+100
| +5% | +$3.39K | 0.01% | 377 |
|
|
2021
Q2 | $66K | Hold |
1,849
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $62K | Hold |
1,849
| – | – | 0.01% | 231 |
|
|
2020
Q4 | $55K | Hold |
1,849
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $42K | Buy |
1,849
+317
| +21% | +$7.2K | 0.01% | 253 |
|
|
2020
Q2 | $37K | Hold |
1,532
| – | – | 0.01% | 253 |
|
|
2020
Q1 | $36K | Buy |
1,532
+77
| +5% | +$1.81K | 0.01% | 238 |
|
|
2019
Q4 | $55K | Hold |
1,455
| – | – | 0.01% | 236 |
|
|
2019
Q3 | $51K | Hold |
1,455
| – | – | 0.01% | 233 |
|
|
2019
Q2 | $57K | Hold |
1,455
| – | – | 0.01% | 232 |
|
|
2019
Q1 | $54K | Buy |
1,455
+134
| +10% | +$4.97K | 0.01% | 224 |
|
|
2018
Q4 | $47K | Buy |
1,321
+36
| +3% | +$1.28K | 0.01% | 231 |
|
|
2018
Q3 | $52K | Hold |
1,285
| – | – | 0.01% | 242 |
|
|
2018
Q2 | $49K | Hold |
1,285
| – | – | 0.01% | 246 |
|
|
2018
Q1 | $54K | Hold |
1,285
| – | – | 0.01% | 237 |
|
|
2017
Q4 | $60K | Hold |
1,285
| – | – | 0.01% | 239 |
|
|
2017
Q3 | $57K | Sell |
1,285
-176
| -12% | -$7.81K | 0.01% | 234 |
|
|
2017
Q2 | $64K | Sell |
1,461
-424
| -22% | -$18.6K | 0.02% | 204 |
|
|
2017
Q1 | $71K | Hold |
1,885
| – | – | 0.02% | 196 |
|
|
2016
Q4 | $71K | Sell |
1,885
-25
| -1% | -$942 | 0.02% | 196 |
|
|
2016
Q3 | $70K | Hold |
1,910
| – | – | 0.02% | 206 |
|
|
2016
Q2 | $63K | Hold |
1,910
| – | – | 0.02% | 237 |
|
|
2016
Q1 | $67K | Hold |
1,910
| – | – | 0.02% | 208 |
|
|
2015
Q4 | $64K | Hold |
1,910
| – | – | 0.02% | 226 |
|
|
2015
Q3 | $66K | Buy |
1,910
+220
| +13% | +$7.6K | 0.03% | 183 |
|
|
2015
Q2 | $63K | Buy |
1,690
+1,330
| +369% | +$49.6K | 0.03% | 163 |
|
|
2015
Q1 | $13K | Hold |
360
| – | – | 0.01% | 333 |
|
|
2014
Q4 | $15K | Hold |
360
| – | – | ﹤0.01% | 325 |
|
|
2014
Q3 | $16K | Hold |
360
| – | – | ﹤0.01% | 289 |
|
|
2014
Q2 | $17K | Buy |
+360
| New | +$17K | ﹤0.01% | 275 |
|