Steward Partners Investment Advisory’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 | $633 | Hold |
14
| – | – | ﹤0.01% | 3939 |
|
|
2025
Q1 | $449 | Sell |
14
-106
| -88% | -$3.4K | ﹤0.01% | 3868 |
|
|
2024
Q4 | $3.95K | Buy |
+120
| New | +$3.95K | ﹤0.01% | 3448 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$2K | – | 2980 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2597 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q1 | $1K | Sell |
75
-1
| -1% | -$13 | ﹤0.01% | 2419 |
|
|
2019
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 2449 |
|
|
2019
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 2449 |
|
|
2019
Q2 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 2458 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$3K | – | 1924 |
|
|
2018
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 2297 |
|
|
2018
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 2141 |
|
|
2018
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 1938 |
|
|
2017
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 1649 |
|