Advisornet Financial’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $132 | Hold |
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|
2025
Q2 | $124 | Sell |
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|
2025
Q1 | $675 | Buy |
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|
2024
Q4 | $499 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $91K | Hold |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $40K | Hold |
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|
2020
Q2 | $44K | Hold |
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|
2020
Q1 | $33K | Hold |
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|
2019
Q4 | $71K | Sell |
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|
2019
Q3 | $71K | Buy |
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