JFS Wealth Advisors’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
Q2 | $27.7K | Buy |
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|
2025
Q1 | $18.5K | Buy |
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|
2024
Q4 | $18.3K | Sell |
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|
2024
Q3 | $26.7K | Buy |
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|
2024
Q2 | $19.4K | Hold |
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|
2024
Q1 | $19.8K | Buy |
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|
2023
Q4 | $17.1K | Sell |
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|
2023
Q3 | $15K | Hold |
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|
2023
Q2 | $14.8K | Sell |
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|
2023
Q1 | $16.1K | Sell |
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|
2022
Q4 | $18.2K | Sell |
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|
2022
Q3 | $44K | Buy |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $60K | Sell |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $66K | Buy |
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|
2021
Q2 | $66K | Hold |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $55K | Hold |
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|
2020
Q3 | $42K | Buy |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $36K | Buy |
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|
2019
Q4 | $55K | Hold |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $57K | Hold |
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|
2019
Q1 | $54K | Buy |
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|
2018
Q4 | $47K | Buy |
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|
2018
Q3 | $52K | Hold |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $54K | Hold |
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|
2017
Q4 | $60K | Hold |
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|
2017
Q3 | $57K | Sell |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $71K | Hold |
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|
2016
Q4 | $71K | Sell |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $63K | Hold |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $64K | Hold |
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|
2015
Q3 | $66K | Buy |
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|
2015
Q2 | $63K | Buy |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $17K | Buy |
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