Allworth 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 | $77.3K | Buy |
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|
2025
Q2 | $55.8K | Buy |
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|
2025
Q1 | $39.1K | Buy |
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|
2024
Q4 | $43.6K | Buy |
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|
2024
Q3 | $33.3K | Buy |
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|
2024
Q2 | $30K | Sell |
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|
2024
Q1 | $30.7K | Sell |
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|
2023
Q4 | $27.6K | Buy |
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|
2023
Q3 | $18.6K | Buy |
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|
2023
Q2 | $17.3K | Buy |
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|
2023
Q1 | $1.6K | Sell |
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|
2022
Q4 | $16.4K | Hold |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $15K | Buy |
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