Bell Investment Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Hold |
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|
2025
Q1 | $11.7K | Hold |
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|
2024
Q4 | $13K | Hold |
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|
2024
Q3 | $11.3K | Hold |
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|
2024
Q2 | $10.3K | Hold |
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|
2024
Q1 | $10.9K | Hold |
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|
2023
Q4 | $9.65K | Hold |
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|
2023
Q3 | $7.85K | Hold |
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|
2023
Q2 | $7.55K | Hold |
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|
2023
Q1 | $7.59K | Sell |
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|
2022
Q4 | $9.13K | Hold |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $9K | Buy |
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