Avion Wealth’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 | $4K | Buy |
36
+21
| +140% | +$2.33K | ﹤0.01% | 697 |
|
|
2025
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 954 |
|
|
2024
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 952 |
|
|
2024
Q3 | $1K | Sell |
15
-5
| -25% | -$333 | ﹤0.01% | 928 |
|
|
2024
Q2 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 845 |
|
|
2024
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 800 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | – | – | 1067 |
|
|
2023
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 806 |
|