Pinnacle Wealth Planning Services’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 | $200K | Buy |
+4,435
| New | +$200K | 0.03% | 425 |
|
|
2024
Q4 | – | Sell |
-14,998
| Closed | -$636K | – | 536 |
|
|
2024
Q3 | $636K | Buy |
14,998
+1,466
| +11% | +$62.1K | 0.09% | 154 |
|
|
2024
Q2 | $471K | Buy |
13,532
+7
| +0.1% | +$244 | 0.07% | 196 |
|
|
2024
Q1 | $480K | Hold |
13,525
| – | – | 0.07% | 196 |
|
|
2023
Q4 | $416K | Sell |
13,525
-2
| -0% | -$62 | 0.07% | 203 |
|
|
2023
Q3 | $358K | Buy |
13,527
+8
| +0.1% | +$212 | 0.06% | 216 |
|
|
2023
Q2 | $352K | Sell |
13,519
-1,559
| -10% | -$40.6K | 0.06% | 231 |
|
|
2023
Q1 | $406K | Sell |
15,078
-403
| -3% | -$10.9K | 0.07% | 211 |
|
|
2022
Q4 | $432K | Sell |
15,481
-2,951
| -16% | -$82.4K | 0.08% | 189 |
|
|
2022
Q3 | $424K | Buy |
18,432
+9,494
| +106% | +$218K | 0.08% | 167 |
|
|
2022
Q2 | $255K | Sell |
8,938
-2,344
| -21% | -$66.9K | 0.05% | 279 |
|
|
2022
Q1 | $377K | Buy |
11,282
+822
| +8% | +$27.5K | 0.07% | 220 |
|
|
2021
Q4 | $323K | Buy |
10,460
+2,229
| +27% | +$68.8K | 0.06% | 245 |
|
|
2021
Q3 | $277K | Buy |
8,231
+478
| +6% | +$16.1K | 0.06% | 254 |
|
|
2021
Q2 | $278K | Buy |
7,753
+60
| +0.8% | +$2.15K | 0.06% | 243 |
|
|
2021
Q1 | $258K | Buy |
7,693
+104
| +1% | +$3.49K | 0.07% | 240 |
|
|
2020
Q4 | $226K | Buy |
+7,589
| New | +$226K | 0.05% | 251 |
|