Bessemer Group’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 | $74K | Buy |
600
+96
| +19% | +$11.8K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $57K | Sell |
504
-28
| -5% | -$3.17K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $66K | Sell |
532
-1,819
| -77% | -$226K | ﹤0.01% | 1251 |
|
|
2024
Q3 | $255K | Buy |
2,351
+49
| +2% | +$5.32K | ﹤0.01% | 1076 |
|
|
2024
Q2 | $227K | Sell |
2,302
-613
| -21% | -$60.4K | ﹤0.01% | 979 |
|
|
2024
Q1 | $304K | Hold |
2,915
| – | – | ﹤0.01% | 919 |
|
|
2023
Q4 | $270K | Hold |
2,915
| – | – | ﹤0.01% | 971 |
|
|
2023
Q3 | $220K | Sell |
2,915
-178
| -6% | -$13.4K | ﹤0.01% | 1007 |
|
|
2023
Q2 | $225K | Sell |
3,093
-108
| -3% | -$7.86K | ﹤0.01% | 1017 |
|
|
2023
Q1 | $233K | Buy |
3,201
+1,846
| +136% | +$134K | ﹤0.01% | 873 |
|
|
2022
Q4 | $114K | Buy |
+1,355
| New | +$114K | ﹤0.01% | 1016 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$10K | – | 2003 |
|
|
2021
Q3 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 1389 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1690 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1590 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1880 |
|
|
2019
Q2 | – | Sell |
-36
| Closed | -$2K | – | 1875 |
|
|
2019
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1688 |
|
|
2018
Q3 | – | Sell |
-14,800
| Closed | -$1.29M | – | 1902 |
|
|
2018
Q2 | $1.29M | Sell |
14,800
-10,500
| -42% | -$914K | 0.01% | 513 |
|
|
2018
Q1 | $2.18M | Hold |
25,300
| – | – | 0.01% | 389 |
|
|
2017
Q4 | $2.08M | Buy |
+25,300
| New | +$2.08M | 0.01% | 394 |
|
|
2015
Q3 | – | Sell |
-14,684
| Closed | -$784K | – | 1758 |
|
|
2015
Q2 | $784K | Hold |
14,684
| – | – | ﹤0.01% | 579 |
|
|
2015
Q1 | $700K | Buy |
14,684
+2,792
| +23% | +$133K | ﹤0.01% | 572 |
|
|
2014
Q4 | $556K | Sell |
11,892
-3,200
| -21% | -$150K | ﹤0.01% | 575 |
|
|
2014
Q3 | $674K | Hold |
15,092
| – | – | ﹤0.01% | 532 |
|
|
2014
Q2 | $694K | Hold |
15,092
| – | – | ﹤0.01% | 517 |
|
|
2014
Q1 | $734K | Hold |
15,092
| – | – | ﹤0.01% | 478 |
|
|
2013
Q4 | $696K | Hold |
15,092
| – | – | 0.01% | 490 |
|
|
2013
Q3 | $620K | Buy |
+15,092
| New | +$620K | 0.01% | 498 |
|