Alpha DNA Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,982
| Closed | -$621K | – | 181 |
|
|
2024
Q4 | $621K | Buy |
4,982
+353
| +8% | +$44K | 0.24% | 87 |
|
|
2024
Q3 | $502K | Buy |
4,629
+746
| +19% | +$81K | 0.19% | 111 |
|
|
2024
Q2 | $383K | Buy |
3,883
+845
| +28% | +$83.3K | 0.15% | 171 |
|
|
2024
Q1 | $317K | Sell |
3,038
-2,722
| -47% | -$284K | 0.12% | 178 |
|
|
2023
Q4 | $534K | Buy |
+5,760
| New | +$534K | 0.21% | 105 |
|
|
2023
Q1 | – | Sell |
-12,668
| Closed | -$1.07M | – | 207 |
|
|
2022
Q4 | $1.07M | Buy |
12,668
+5,964
| +89% | +$504K | 0.38% | 93 |
|
|
2022
Q3 | $546K | Buy |
+6,704
| New | +$546K | 0.45% | 103 |
|