United Capital Financial 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
2026 Q1	$658K	Buy	10,730 +1,637	+18%	+$100K	﹤0.01%	936
2025 Q4	$488K	Buy	9,093 +755	+9%	+$39.8K	﹤0.01%	965
2025 Q3	$420K	Buy	8,338 +293	+4%	+$14.3K	﹤0.01%	915
2025 Q2	$363K	Sell	8,045 -332	-4%	-$12.6K	﹤0.01%	870
2025 Q1	$269K	Sell	8,377 -58	-0.7%	-$1.95K	﹤0.01%	923
2024 Q4	$277K	Sell	8,435 -411	-5%	-$15.9K	﹤0.01%	906
2024 Q3	$375K	Buy	8,846 +860	+11%	+$35.2K	﹤0.01%	807
2024 Q2	$278K	Sell	7,986 -577	-7%	-$19.4K	﹤0.01%	881
2024 Q1	$304K	Sell	8,563 -336	-4%	-$10.9K	﹤0.01%	871
2023 Q4	$274K	Buy	+8,899	New	+$245K	﹤0.01%	901
2020 Q1	–	Sell	-5,295	Closed	-$202K	–	1343
2019 Q4	$202K	Buy	+5,295	New	+$196K	﹤0.01%	1282
2019 Q3	–	Sell	-16,215	Closed	-$630K	–	1458
2019 Q2	$630K	Buy	16,215 +10,636	+191%	+$411K	﹤0.01%	964
2019 Q1	$207K	Sell	5,579 -245	-4%	-$9.2K	﹤0.01%	1258
2018 Q4	$207K	Buy	5,824 +527	+10%	+$19.9K	﹤0.01%	1193
2018 Q3	$213K	Buy	+5,297	New	+$204K	﹤0.01%	1237