Ameritas Investment Partners’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 | $1.61M | Sell |
12,995
-88
| -0.7% | -$10.9K | 0.05% | 418 |
|
|
2025
Q1 | $1.47M | Sell |
13,083
-235
| -2% | -$26.4K | 0.05% | 448 |
|
|
2024
Q4 | $1.66M | Sell |
13,318
-325
| -2% | -$40.5K | 0.05% | 419 |
|
|
2024
Q3 | $1.48M | Buy |
13,643
+508
| +4% | +$55.1K | 0.05% | 485 |
|
|
2024
Q2 | $1.29M | Sell |
13,135
-386
| -3% | -$38K | 0.04% | 510 |
|
|
2024
Q1 | $1.41M | Hold |
13,521
| – | – | 0.05% | 490 |
|
|
2023
Q4 | $1.25M | Sell |
13,521
-207
| -2% | -$19.2K | 0.05% | 526 |
|
|
2023
Q3 | $1.04M | Sell |
13,728
-1,742
| -11% | -$132K | 0.04% | 552 |
|
|
2023
Q2 | $1.12M | Hold |
15,470
| – | – | 0.04% | 541 |
|
|
2023
Q1 | $1.13M | Sell |
15,470
-279
| -2% | -$20.4K | 0.04% | 533 |
|
|
2022
Q4 | $1.4M | Hold |
15,749
| – | – | 0.06% | 451 |
|
|
2022
Q3 | $1.28M | Sell |
15,749
-261
| -2% | -$21.3K | 0.06% | 413 |
|
|
2022
Q2 | $1.28M | Buy |
16,010
+900
| +6% | +$72.1K | 0.06% | 439 |
|
|
2022
Q1 | $1.4M | Hold |
15,110
| – | – | 0.05% | 469 |
|
|
2021
Q4 | $1.37M | Hold |
15,110
| – | – | 0.05% | 500 |
|
|
2021
Q3 | $1.21M | Sell |
15,110
-488
| -3% | -$39.2K | 0.04% | 523 |
|
|
2021
Q2 | $1.18M | Hold |
15,598
| – | – | 0.04% | 553 |
|
|
2021
Q1 | $1.18M | Sell |
15,598
-331
| -2% | -$25.1K | 0.05% | 533 |
|
|
2020
Q4 | $973K | Sell |
15,929
-725
| -4% | -$44.3K | 0.04% | 552 |
|
|
2020
Q3 | $667K | Hold |
16,654
| – | – | 0.03% | 621 |
|
|
2020
Q2 | $726K | Buy |
16,654
+631
| +4% | +$27.5K | 0.03% | 577 |
|
|
2020
Q1 | $527K | Hold |
16,023
| – | – | 0.03% | 608 |
|
|
2019
Q4 | $1.14M | Hold |
16,023
| – | – | 0.05% | 471 |
|
|
2019
Q3 | $1.04M | Sell |
16,023
-633
| -4% | -$40.9K | 0.05% | 486 |
|
|
2019
Q2 | $1.22M | Hold |
16,656
| – | – | 0.06% | 426 |
|
|
2019
Q1 | $1.12M | Hold |
16,656
| – | – | 0.05% | 453 |
|
|
2018
Q4 | $1.11M | Hold |
16,656
| – | – | 0.06% | 414 |
|
|
2018
Q3 | $1.42M | Hold |
16,656
| – | – | 0.07% | 377 |
|
|
2018
Q2 | $1.45M | Sell |
16,656
-4,721
| -22% | -$411K | 0.07% | 360 |
|
|
2018
Q1 | $1.84M | Hold |
21,377
| – | – | 0.09% | 275 |
|
|
2017
Q4 | $1.76M | Sell |
21,377
-150
| -0.7% | -$12.4K | 0.08% | 297 |
|
|
2017
Q3 | $1.57M | Hold |
21,527
| – | – | 0.07% | 332 |
|
|
2017
Q2 | $1.65M | Buy |
21,527
+1,579
| +8% | +$121K | 0.08% | 308 |
|
|
2017
Q1 | $1.38M | Buy |
19,948
+15,500
| +348% | +$1.07M | 0.07% | 378 |
|
|
2016
Q4 | $323K | Hold |
4,448
| – | – | 0.02% | 849 |
|
|
2016
Q3 | $247K | Buy |
+4,448
| New | +$247K | 0.01% | 932 |
|
|
2015
Q2 | – | Sell |
-4,233
| Closed | -$202K | – | 1222 |
|
|
2015
Q1 | $202K | Buy |
+4,233
| New | +$202K | 0.01% | 1004 |
|