Avior Wealth 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 |
-509
| Closed | -$63.5K | – | 2355 |
|
|
2024
Q4 | $63.5K | Sell |
509
-1
| -0.2% | -$125 | ﹤0.01% | 1072 |
|
|
2024
Q3 | $55.4K | Buy |
510
+1
| +0.2% | +$109 | ﹤0.01% | 1080 |
|
|
2024
Q2 | $50.2K | Sell |
509
-473
| -48% | -$46.6K | ﹤0.01% | 1086 |
|
|
2024
Q1 | $103K | Buy |
982
+972
| +9,720% | +$101K | ﹤0.01% | 948 |
|
|
2023
Q4 | $927 | Hold |
10
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q3 | $755 | Hold |
10
| – | – | ﹤0.01% | 1461 |
|
|
2023
Q2 | $726 | Hold |
10
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q1 | $729 | Buy |
+10
| New | +$729 | ﹤0.01% | 1485 |
|
|
2019
Q1 | – | Sell |
-1,929
| Closed | -$128K | – | 730 |
|
|
2018
Q4 | $128K | Buy |
+1,929
| New | +$128K | 0.03% | 398 |
|