Schechter Investment 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
Q1 | $708K | Sell |
22,065
-5,295
| -19% | -$170K | 0.06% | 290 |
|
|
2024
Q4 | $900K | Sell |
27,360
-1,267
| -4% | -$41.7K | 0.07% | 256 |
|
|
2024
Q3 | $1.21M | Sell |
28,627
-309
| -1% | -$13.1K | 0.09% | 214 |
|
|
2024
Q2 | $1.01M | Buy |
28,936
+79
| +0.3% | +$2.75K | 0.08% | 235 |
|
|
2024
Q1 | $1.02M | Buy |
28,857
+179
| +0.6% | +$6.35K | 0.08% | 241 |
|
|
2023
Q4 | $883K | Buy |
28,678
+870
| +3% | +$26.8K | 0.08% | 251 |
|
|
2023
Q3 | $737K | Buy |
27,808
+3,057
| +12% | +$81K | 0.07% | 272 |
|
|
2023
Q2 | $645K | Buy |
24,751
+1,048
| +4% | +$27.3K | 0.06% | 327 |
|
|
2023
Q1 | $639K | Sell |
23,703
-254
| -1% | -$6.84K | 0.06% | 357 |
|
|
2022
Q4 | $669K | Buy |
23,957
+6,271
| +35% | +$175K | 0.06% | 416 |
|
|
2022
Q3 | $407K | Sell |
17,686
-7,425
| -30% | -$171K | 0.04% | 573 |
|
|
2022
Q2 | $717K | Buy |
25,111
+2,648
| +12% | +$75.6K | 0.07% | 400 |
|
|
2022
Q1 | $751K | Buy |
22,463
+1,657
| +8% | +$55.4K | 0.07% | 400 |
|
|
2021
Q4 | $643K | Buy |
+20,806
| New | +$643K | 0.06% | 437 |
|