VFA
SHG icon

Valeo Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

Valeo Financial Advisors’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Buy
+3,365
New +$221K ﹤0.01% 739
2021
Q2 		– Sell
-568
Closed -$19K – 1597
2021
Q1 		$19K Sell
568
-196
-26% -$5.94K ﹤0.01% 1183
2020
Q4 		$23K Sell
764
-18
-2% -$514 ﹤0.01% 995
2020
Q3 		$18K Buy
782
+477
+156% +$12K ﹤0.01% 946
2020
Q2 		$7K Buy
305
+50
+20% +$1.22K ﹤0.01% 1414
2020
Q1 		$6K Buy
255
+113
+80% +$3.34K ﹤0.01% 1267
2019
Q4 		$5K Hold
142
– – ﹤0.01% 1294
2019
Q3 		$5K Hold
142
– – ﹤0.01% 1207
2019
Q2 		$6K Hold
142
– – ﹤0.01% 1171
2019
Q1 		$5K Buy
142
+99
+230% +$3.72K ﹤0.01% 1191
2018
Q4 		$2K Sell
43
-100
-70% -$3.77K ﹤0.01% 1316
2018
Q3 		$5K Sell
143
-2
-1% -$77 ﹤0.01% 1222
2018
Q2 		$5K Sell
145
-25
-15% -$1.07K ﹤0.01% 1154
2018
Q1 		$7K Buy
170
+25
+17% +$1.14K ﹤0.01% 1042
2017
Q4 		$7K Hold
145
– – ﹤0.01% 929
2017
Q3 		$6K Buy
+145
New +$6.59K ﹤0.01% 842

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QCM
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LWAM
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PAW
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GI
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AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
5NPW
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return