Algert Global’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,217
| Closed | -$613K | – | 1623 |
|
|
2024
Q2 | $613K | Buy |
+6,217
| New | +$613K | 0.02% | 836 |
|
|
2024
Q1 | – | Sell |
-34,507
| Closed | -$3.2M | – | 1298 |
|
|
2023
Q4 | $3.2M | Sell |
34,507
-22,726
| -40% | -$2.11M | 0.13% | 266 |
|
|
2023
Q3 | $4.32M | Sell |
57,233
-10,410
| -15% | -$786K | 0.2% | 150 |
|
|
2023
Q2 | $4.91M | Sell |
67,643
-4,936
| -7% | -$358K | 0.21% | 118 |
|
|
2023
Q1 | $5.3M | Buy |
72,579
+59,103
| +439% | +$4.31M | 0.25% | 92 |
|
|
2022
Q4 | $1.14M | Buy |
13,476
+8,370
| +164% | +$707K | 0.06% | 518 |
|
|
2022
Q3 | $416K | Buy |
+5,106
| New | +$416K | 0.03% | 861 |
|
|
2022
Q1 | – | Sell |
-5,581
| Closed | -$507K | – | 1324 |
|
|
2021
Q4 | $507K | Hold |
5,581
| – | – | 0.06% | 527 |
|
|
2021
Q3 | $449K | Buy |
+5,581
| New | +$449K | 0.06% | 574 |
|
|
2014
Q1 | – | Sell |
-21,770
| Closed | -$1M | – | 378 |
|
|
2013
Q4 | $1M | Sell |
21,770
-40
| -0.2% | -$1.85K | 0.27% | 139 |
|
|
2013
Q3 | $896K | Buy |
+21,810
| New | +$896K | 0.26% | 141 |
|