Venturi Wealth Management’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	-529	Closed	-$17.4K	–	1595
2024 Q4	$17.4K	Buy	529 +144	+37%	+$4.74K	﹤0.01%	1291
2024 Q3	$16.3K	Buy	385 +309	+407%	+$13.1K	﹤0.01%	1072
2024 Q2	$2.65K	Buy	+76	New	+$2.65K	﹤0.01%	1329