Arax Advisory 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 | $75.5K | Sell |
609
-4
| -0.7% | -$496 | ﹤0.01% | 1062 |
|
|
2025
Q1 | $68.9K | Buy |
613
+126
| +26% | +$14.2K | ﹤0.01% | 843 |
|
|
2024
Q4 | $60.7K | Buy |
487
+1
| +0.2% | +$125 | ﹤0.01% | 841 |
|
|
2024
Q3 | $52.8K | Buy |
486
+115
| +31% | +$12.5K | ﹤0.01% | 700 |
|
|
2024
Q2 | $36.6K | Buy |
371
+292
| +370% | +$28.8K | ﹤0.01% | 759 |
|
|
2024
Q1 | $8.22K | Buy |
79
+1
| +1% | +$104 | ﹤0.01% | 811 |
|
|
2023
Q4 | $7.27K | Buy |
+78
| New | +$7.27K | ﹤0.01% | 810 |
|