Advisory Services Network’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,483
| Closed | -$138K | – | 3682 |
|
|
2023
Q4 | $138K | Sell |
1,483
-1,820
| -55% | -$169K | ﹤0.01% | 1460 |
|
|
2023
Q3 | $249K | Buy |
3,303
+302
| +10% | +$22.8K | 0.01% | 1215 |
|
|
2023
Q2 | $218K | Buy |
3,001
+2,307
| +332% | +$168K | 0.01% | 1263 |
|
|
2023
Q1 | $50.6K | Buy |
694
+8
| +1% | +$584 | ﹤0.01% | 2011 |
|
|
2022
Q4 | $58K | Buy |
+686
| New | +$58K | ﹤0.01% | 1899 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3186 |
|
|
2020
Q4 | – | Sell |
-116
| Closed | -$4K | – | 3780 |
|
|
2020
Q3 | $4K | Buy |
+116
| New | +$4K | ﹤0.01% | 2880 |
|
|
2020
Q2 | – | Sell |
-84
| Closed | -$3K | – | 2774 |
|
|
2020
Q1 | $3K | Sell |
84
-55
| -40% | -$1.96K | ﹤0.01% | 2681 |
|
|
2019
Q4 | $10K | Sell |
139
-235
| -63% | -$16.9K | ﹤0.01% | 2373 |
|
|
2019
Q3 | $27K | Hold |
374
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q2 | $27K | Buy |
374
+290
| +345% | +$20.9K | ﹤0.01% | 1666 |
|
|
2019
Q1 | $6K | Sell |
84
-14
| -14% | -$1K | ﹤0.01% | 2052 |
|
|
2018
Q4 | $7K | Sell |
98
-50
| -34% | -$3.57K | ﹤0.01% | 1918 |
|
|
2018
Q3 | $13K | Sell |
148
-28
| -16% | -$2.46K | ﹤0.01% | 1743 |
|
|
2018
Q2 | $16K | Hold |
176
| – | – | ﹤0.01% | 1638 |
|
|
2018
Q1 | $15K | Buy |
176
+28
| +19% | +$2.39K | ﹤0.01% | 1748 |
|
|
2017
Q4 | $12K | Buy |
148
+77
| +108% | +$6.24K | ﹤0.01% | 1780 |
|
|
2017
Q3 | $6K | Hold |
71
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 1843 |
|
|
2017
Q1 | $5K | Buy |
+71
| New | +$5K | ﹤0.01% | 1732 |
|
|
2016
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 1623 |
|
|
2016
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 1504 |
|
|
2016
Q1 | $3K | Buy |
71
+19
| +37% | +$803 | ﹤0.01% | 1422 |
|
|
2015
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 1285 |
|
|
2015
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 1280 |
|
|
2015
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 1222 |
|
|
2015
Q1 | $2K | Sell |
52
-16
| -24% | -$615 | ﹤0.01% | 1206 |
|
|
2014
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 1049 |
|
|
2014
Q1 | – | Sell |
-84
| Closed | -$4K | – | 819 |
|
|
2013
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 879 |
|