Bell Investment Advisors’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 | $12.9K | Hold |
104
| – | – | ﹤0.01% | 577 |
|
|
2025
Q1 | $11.7K | Hold |
104
| – | – | ﹤0.01% | 543 |
|
|
2024
Q4 | $13K | Hold |
104
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $11.3K | Hold |
104
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $10.3K | Hold |
104
| – | – | ﹤0.01% | 601 |
|
|
2024
Q1 | $10.9K | Hold |
104
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $9.65K | Hold |
104
| – | – | ﹤0.01% | 576 |
|
|
2023
Q3 | $7.85K | Hold |
104
| – | – | ﹤0.01% | 597 |
|
|
2023
Q2 | $7.55K | Hold |
104
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $7.59K | Sell |
104
-4
| -4% | -$292 | ﹤0.01% | 584 |
|
|
2022
Q4 | $9.13K | Hold |
108
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $9K | Hold |
108
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 476 |
|
|
2021
Q4 | $10K | Hold |
108
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 499 |
|