Bank of Montreal’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 | $4.41M | Buy |
35,578
+411
| +1% | +$51K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $3.95M | Buy |
35,167
+16,803
| +91% | +$1.89M | ﹤0.01% | 1110 |
|
|
2024
Q4 | $2.29M | Sell |
18,364
-29,553
| -62% | -$3.69M | ﹤0.01% | 1310 |
|
|
2024
Q3 | $5.11M | Buy |
47,917
+31,008
| +183% | +$3.3M | ﹤0.01% | 1175 |
|
|
2024
Q2 | $1.67M | Sell |
16,909
-156
| -0.9% | -$15.4K | ﹤0.01% | 1556 |
|
|
2024
Q1 | $1.78M | Buy |
17,065
+1
| +0% | +$105 | ﹤0.01% | 1492 |
|
|
2023
Q4 | $1.61M | Buy |
17,064
+189
| +1% | +$17.9K | ﹤0.01% | 1501 |
|
|
2023
Q3 | $1.32M | Sell |
16,875
-130
| -0.8% | -$10.1K | ﹤0.01% | 1609 |
|
|
2023
Q2 | $1.24M | Sell |
17,005
-106,231
| -86% | -$7.73M | ﹤0.01% | 1764 |
|
|
2023
Q1 | $9.02M | Sell |
123,236
-56,546
| -31% | -$4.14M | ﹤0.01% | 902 |
|
|
2022
Q4 | $15.2M | Buy |
179,782
+111,441
| +163% | +$9.44M | 0.01% | 702 |
|
|
2022
Q3 | $5.94K | Sell |
68,341
-137,012
| -67% | -$11.9K | ﹤0.01% | 1061 |
|
|
2022
Q2 | $16.9K | Buy |
205,353
+33,137
| +19% | +$2.73K | 0.01% | 695 |
|
|
2022
Q1 | $16.6M | Buy |
172,216
+58,236
| +51% | +$5.6M | 0.01% | 757 |
|
|
2021
Q4 | $10.4M | Sell |
113,980
-359,729
| -76% | -$32.8M | 0.01% | 920 |
|
|
2021
Q3 | $38.2M | Buy |
473,709
+9,256
| +2% | +$746K | 0.02% | 595 |
|
|
2021
Q2 | $36.1M | Buy |
464,453
+160,468
| +53% | +$12.5M | 0.02% | 599 |
|
|
2021
Q1 | $23.1M | Buy |
303,985
+17,672
| +6% | +$1.34M | 0.02% | 585 |
|
|
2020
Q4 | $18.8M | Buy |
286,313
+88,058
| +44% | +$5.77M | 0.01% | 661 |
|
|
2020
Q3 | $8.99M | Buy |
198,255
+9,733
| +5% | +$441K | 0.01% | 820 |
|
|
2020
Q2 | $7.28M | Buy |
188,522
+39,128
| +26% | +$1.51M | 0.01% | 891 |
|
|
2020
Q1 | $4.74M | Buy |
149,394
+14,844
| +11% | +$471K | 0.01% | 922 |
|
|
2019
Q4 | $9.54M | Buy |
134,550
+33,801
| +34% | +$2.4M | 0.01% | 887 |
|
|
2019
Q3 | $6.51M | Buy |
100,749
+17,257
| +21% | +$1.12M | 0.01% | 932 |
|
|
2019
Q2 | $6.11M | Sell |
83,492
-4,674
| -5% | -$342K | 0.01% | 980 |
|
|
2019
Q1 | $5.94M | Sell |
88,166
-17,431
| -17% | -$1.17M | 0.01% | 959 |
|
|
2018
Q4 | $7.02M | Buy |
105,597
+500
| +0.5% | +$33.2K | 0.01% | 853 |
|
|
2018
Q3 | $8.93M | Buy |
105,097
+8,679
| +9% | +$737K | 0.01% | 884 |
|
|
2018
Q2 | $8.39M | Sell |
96,418
-16,943
| -15% | -$1.47M | 0.01% | 904 |
|
|
2018
Q1 | $9.76M | Sell |
113,361
-205,837
| -64% | -$17.7M | 0.01% | 822 |
|
|
2017
Q4 | $26.3M | Sell |
319,198
-193,491
| -38% | -$15.9M | 0.02% | 509 |
|
|
2017
Q3 | $40.1M | Sell |
512,689
-34,368
| -6% | -$2.69M | 0.04% | 390 |
|
|
2017
Q2 | $41.8M | Sell |
547,057
-20,764
| -4% | -$1.59M | 0.04% | 379 |
|
|
2017
Q1 | $39.2M | Buy |
567,821
+236,884
| +72% | +$16.4M | 0.04% | 365 |
|
|
2016
Q4 | $21.8M | Buy |
330,937
+206,815
| +167% | +$13.6M | 0.02% | 501 |
|
|
2016
Q3 | $6.9M | Sell |
124,122
-20,940
| -14% | -$1.16M | 0.01% | 910 |
|
|
2016
Q2 | $7.4M | Sell |
145,062
-12,298
| -8% | -$627K | 0.01% | 887 |
|
|
2016
Q1 | $6.98M | Sell |
157,360
-3,686
| -2% | -$163K | 0.01% | 850 |
|
|
2015
Q4 | $7.81M | Buy |
161,046
+51,094
| +46% | +$2.48M | 0.01% | 787 |
|
|
2015
Q3 | $5.87M | Sell |
109,952
-52,250
| -32% | -$2.79M | 0.01% | 869 |
|
|
2015
Q2 | $8.66M | Buy |
162,202
+144,271
| +805% | +$7.7M | 0.01% | 825 |
|
|
2015
Q1 | $855K | Sell |
17,931
-8,333
| -32% | -$397K | ﹤0.01% | 1559 |
|
|
2014
Q4 | $1.23M | Sell |
26,264
-177
| -0.7% | -$8.28K | ﹤0.01% | 1372 |
|
|
2014
Q3 | $1.18M | Sell |
26,441
-3,545
| -12% | -$158K | ﹤0.01% | 1391 |
|
|
2014
Q2 | $1.38M | Sell |
29,986
-2,057
| -6% | -$94.7K | ﹤0.01% | 1317 |
|
|
2014
Q1 | $1.56M | Buy |
32,043
+11,139
| +53% | +$542K | ﹤0.01% | 1147 |
|
|
2013
Q4 | $965K | Sell |
20,904
-44
| -0.2% | -$2.03K | ﹤0.01% | 1278 |
|
|
2013
Q3 | $860K | Buy |
20,948
+1,033
| +5% | +$42.4K | ﹤0.01% | 1264 |
|
|
2013
Q2 | $763K | Buy |
+19,915
| New | +$763K | ﹤0.01% | 1269 |
|