West Family Investments’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 | $341K | Buy |
7,547
+1,255
| +20% | +$56.7K | 0.09% | 232 |
|
|
2025
Q1 | $202K | Hold |
6,292
| – | – | 0.08% | 247 |
|
|
2024
Q4 | $207K | Sell |
6,292
-1,707
| -21% | -$56.1K | 0.07% | 262 |
|
|
2024
Q3 | $339K | Buy |
7,999
+73
| +0.9% | +$3.09K | 0.12% | 180 |
|
|
2024
Q2 | $276K | Hold |
7,926
| – | – | 0.08% | 190 |
|
|
2024
Q1 | $281K | Buy |
7,926
+167
| +2% | +$5.93K | 0.09% | 190 |
|
|
2023
Q4 | $239K | Sell |
7,759
-3,547
| -31% | -$109K | 0.08% | 193 |
|
|
2023
Q3 | $299K | Buy |
+11,306
| New | +$299K | 0.1% | 161 |
|
|
2023
Q2 | – | Sell |
-13,398
| Closed | -$361K | – | 258 |
|
|
2023
Q1 | $361K | Sell |
13,398
-949
| -7% | -$25.6K | 0.14% | 109 |
|
|
2022
Q4 | $401K | Sell |
14,347
-13,759
| -49% | -$384K | 0.14% | 122 |
|
|
2022
Q3 | $646K | Buy |
28,106
+4,601
| +20% | +$106K | 0.27% | 80 |
|
|
2022
Q2 | $671K | Buy |
23,505
+7,709
| +49% | +$220K | 0.26% | 74 |
|
|
2022
Q1 | $528K | Sell |
15,796
-11,669
| -42% | -$390K | 0.15% | 107 |
|
|
2021
Q4 | $849K | Buy |
27,465
+7,882
| +40% | +$244K | 0.23% | 78 |
|
|
2021
Q3 | $659K | Sell |
19,583
-4,982
| -20% | -$168K | 0.17% | 107 |
|
|
2021
Q2 | $881K | Buy |
+24,565
| New | +$881K | 0.24% | 62 |
|