United Capital Financial 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
Q2 | $363K | Sell |
8,045
-332
| -4% | -$15K | ﹤0.01% | 861 |
|
|
2025
Q1 | $269K | Sell |
8,377
-58
| -0.7% | -$1.86K | ﹤0.01% | 915 |
|
|
2024
Q4 | $277K | Sell |
8,435
-411
| -5% | -$13.5K | ﹤0.01% | 898 |
|
|
2024
Q3 | $375K | Buy |
8,846
+860
| +11% | +$36.4K | ﹤0.01% | 807 |
|
|
2024
Q2 | $278K | Sell |
7,986
-577
| -7% | -$20.1K | ﹤0.01% | 875 |
|
|
2024
Q1 | $304K | Sell |
8,563
-336
| -4% | -$11.9K | ﹤0.01% | 865 |
|
|
2023
Q4 | $274K | Buy |
+8,899
| New | +$274K | ﹤0.01% | 898 |
|
|
2020
Q1 | – | Sell |
-5,295
| Closed | -$202K | – | 1329 |
|
|
2019
Q4 | $202K | Buy |
+5,295
| New | +$202K | ﹤0.01% | 1266 |
|
|
2019
Q3 | – | Sell |
-16,215
| Closed | -$630K | – | 1433 |
|
|
2019
Q2 | $630K | Buy |
16,215
+10,636
| +191% | +$413K | ﹤0.01% | 955 |
|
|
2019
Q1 | $207K | Sell |
5,579
-245
| -4% | -$9.09K | ﹤0.01% | 1236 |
|
|
2018
Q4 | $207K | Buy |
5,824
+527
| +10% | +$18.7K | ﹤0.01% | 1193 |
|
|
2018
Q3 | $213K | Buy |
+5,297
| New | +$213K | ﹤0.01% | 1237 |
|