Advisornet Financial’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124 | Sell |
1
-5
| -83% | -$620 | ﹤0.01% | 2142 |
|
|
2025
Q1 | $675 | Buy |
6
+2
| +50% | +$225 | ﹤0.01% | 1907 |
|
|
2024
Q4 | $499 | Buy |
+4
| New | +$499 | ﹤0.01% | 1761 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$91K | – | 2217 |
|
|
2021
Q4 | $91K | Hold |
1,000
| – | – | 0.01% | 839 |
|
|
2021
Q3 | $80K | Hold |
1,000
| – | – | 0.01% | 860 |
|
|
2021
Q2 | $76K | Hold |
1,000
| – | – | 0.01% | 855 |
|
|
2021
Q1 | $76K | Hold |
1,000
| – | – | 0.01% | 827 |
|
|
2020
Q4 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 812 |
|
|
2020
Q3 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 911 |
|
|
2020
Q2 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 887 |
|
|
2020
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 924 |
|
|
2019
Q4 | $71K | Sell |
1,000
-100
| -9% | -$7.1K | 0.01% | 781 |
|
|
2019
Q3 | $71K | Buy |
+1,100
| New | +$71K | 0.01% | 781 |
|