Atria Investments’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 | $1.46M | Buy |
11,800
+2,751
| +30% | +$341K | 0.02% | 861 |
|
|
2025
Q1 | $1.02M | Sell |
9,049
-1,877
| -17% | -$211K | 0.01% | 985 |
|
|
2024
Q4 | $1.36M | Buy |
10,926
+2,804
| +35% | +$350K | 0.02% | 837 |
|
|
2024
Q3 | $881K | Buy |
8,122
+402
| +5% | +$43.6K | 0.01% | 1034 |
|
|
2024
Q2 | $761K | Buy |
+7,720
| New | +$761K | 0.01% | 1083 |
|
|
2018
Q4 | – | Sell |
-2,448
| Closed | -$208K | – | 1021 |
|
|
2018
Q3 | $208K | Buy |
2,448
+107
| +5% | +$9.09K | 0.01% | 928 |
|
|
2018
Q2 | $204K | Buy |
+2,341
| New | +$204K | 0.01% | 910 |
|