Allworth 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 | $55.8K | Buy |
450
+99
| +28% | +$12.3K | ﹤0.01% | 1877 |
|
|
2025
Q1 | $39.1K | Buy |
351
+24
| +7% | +$2.67K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $43.6K | Buy |
327
+20
| +7% | +$2.67K | ﹤0.01% | 1642 |
|
|
2024
Q3 | $33.3K | Buy |
307
+21
| +7% | +$2.28K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $30K | Sell |
286
-8
| -3% | -$840 | ﹤0.01% | 1622 |
|
|
2024
Q1 | $30.7K | Sell |
294
-4
| -1% | -$418 | ﹤0.01% | 1530 |
|
|
2023
Q4 | $27.6K | Buy |
298
+52
| +21% | +$4.82K | ﹤0.01% | 1458 |
|
|
2023
Q3 | $18.6K | Buy |
246
+8
| +3% | +$604 | ﹤0.01% | 1569 |
|
|
2023
Q2 | $17.3K | Buy |
238
+216
| +982% | +$15.7K | ﹤0.01% | 1627 |
|
|
2023
Q1 | $1.61K | Sell |
22
-172
| -89% | -$12.5K | ﹤0.01% | 2503 |
|
|
2022
Q4 | $16.4K | Hold |
194
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q3 | $16K | Buy |
194
+7
| +4% | +$577 | ﹤0.01% | 1398 |
|
|
2022
Q2 | $15K | Sell |
187
-5
| -3% | -$401 | ﹤0.01% | 1384 |
|
|
2022
Q1 | $18K | Buy |
192
+4
| +2% | +$375 | ﹤0.01% | 1307 |
|
|
2021
Q4 | $17K | Hold |
188
| – | – | ﹤0.01% | 1190 |
|
|
2021
Q3 | $15K | Buy |
+188
| New | +$15K | ﹤0.01% | 1133 |
|