Ritholtz Wealth Management’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
2026 Q1	$4.97M	Buy	81,018 +4,124	+5%	+$253K	0.09%	160
2025 Q4	$4.12M	Buy	76,894 +1,997	+3%	+$105K	0.08%	185
2025 Q3	$3.77M	Buy	74,897 +3,754	+5%	+$184K	0.07%	182
2025 Q2	$3.21M	Buy	71,143 +3,187	+5%	+$121K	0.07%	186
2025 Q1	$2.18M	Sell	67,956 -8,589	-11%	-$288K	0.07%	233
2024 Q4	$2.52M	Sell	76,545 -2,338	-3%	-$90.4K	0.07%	189
2024 Q3	$3.34M	Buy	78,883 +1,541	+2%	+$63.1K	0.1%	140
2024 Q2	$2.69M	Sell	77,342 -1,038	-1%	-$34.9K	0.09%	154
2024 Q1	$2.78M	Buy	78,380 +15,607	+25%	+$504K	0.1%	145
2023 Q4	$1.93M	Buy	62,773 +14,025	+29%	+$386K	0.08%	174
2023 Q3	$1.29M	Buy	48,748 +4,904	+11%	+$132K	0.06%	221
2023 Q2	$1.14M	Buy	43,844 +24,888	+131%	+$662K	0.05%	242
2023 Q1	$511K	Buy	+18,956	New	+$579K	0.03%	397
2022 Q3	–	Sell	-12,373	Closed	-$353K	–	740
2022 Q2	$353K	Buy	12,373 +812	+7%	+$26.4K	0.02%	384
2022 Q1	$386K	Buy	11,561 +4,325	+60%	+$140K	0.03%	363
2021 Q4	$224K	Sell	7,236 -204	-3%	-$6.54K	0.01%	477
2021 Q3	$251K	Buy	+7,440	New	+$249K	0.02%	420