SVB Wealth’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 | – | Sell |
-7,486
| Closed | -$246K | – | 1751 |
|
|
2024
Q4 | $246K | Buy |
+7,486
| New | +$246K | ﹤0.01% | 621 |
|
|
2024
Q3 | – | Sell |
-8,364
| Closed | -$291K | – | 502 |
|
|
2024
Q2 | $291K | Sell |
8,364
-198
| -2% | -$6.89K | 0.01% | 567 |
|
|
2024
Q1 | $304K | Sell |
8,562
-61
| -0.7% | -$2.17K | 0.01% | 628 |
|
|
2023
Q4 | $265K | Sell |
8,623
-46
| -0.5% | -$1.42K | 0.01% | 672 |
|
|
2023
Q3 | $230K | Sell |
8,669
-1,264
| -13% | -$33.5K | 0.01% | 702 |
|
|
2023
Q2 | $259K | Buy |
+9,933
| New | +$259K | ﹤0.01% | 731 |
|
|
2023
Q1 | – | Sell |
-9,010
| Closed | -$252K | – | 1068 |
|
|
2022
Q4 | $252K | Buy |
+9,010
| New | +$252K | ﹤0.01% | 813 |
|
|
2021
Q4 | – | Sell |
-41,453
| Closed | -$1.4M | – | 931 |
|
|
2021
Q3 | $1.4M | Sell |
41,453
-15,067
| -27% | -$507K | 0.02% | 321 |
|
|
2021
Q2 | $2.03M | Buy |
56,520
+34,407
| +156% | +$1.23M | 0.03% | 255 |
|
|
2021
Q1 | $742K | Sell |
22,113
-918
| -4% | -$30.8K | 0.01% | 424 |
|
|
2020
Q4 | $685K | Buy |
+23,031
| New | +$685K | 0.01% | 399 |
|