Schechter Investment 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
Q1
$708K Sell
2024
Q4
$900K Sell
2024
Q3
$1.21M Sell
2024
Q2
$1.01M Buy
2024
Q1
$1.02M Buy
2023
Q4
$883K Buy
2023
Q3
$737K Buy
2023
Q2
$645K Buy
2023
Q1
$639K Sell
2022
Q4
$669K Buy
2022
Q3
$407K Sell
2022
Q2
$717K Buy
2022
Q1
$751K Buy
2021
Q4
$643K Buy