Brinker Capital Investments’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 | $3.98M | Sell |
32,132
-6
| -0% | -$744 | 0.03% | 474 |
|
|
2025
Q1 | $3.61M | Buy |
32,138
+906
| +3% | +$102K | 0.04% | 457 |
|
|
2024
Q4 | $3.89M | Sell |
31,232
-2,770
| -8% | -$345K | 0.04% | 400 |
|
|
2024
Q3 | $3.69M | Sell |
34,002
-1,100
| -3% | -$119K | 0.04% | 427 |
|
|
2024
Q2 | $3.46M | Sell |
35,102
-1,405
| -4% | -$138K | 0.04% | 419 |
|
|
2024
Q1 | $3.81M | Buy |
36,507
+15,028
| +70% | +$1.57M | 0.04% | 399 |
|
|
2023
Q4 | $2.01M | Sell |
21,479
-1,502
| -7% | -$140K | 0.02% | 627 |
|
|
2023
Q3 | $1.74M | Sell |
22,981
-3,235
| -12% | -$244K | 0.02% | 681 |
|
|
2023
Q2 | $1.9M | Buy |
26,216
+6,603
| +34% | +$480K | 0.02% | 677 |
|
|
2023
Q1 | $1.43M | Buy |
19,613
+15,106
| +335% | +$1.1M | 0.02% | 730 |
|
|
2022
Q4 | $381K | Sell |
4,507
-55
| -1% | -$4.65K | 0.01% | 1068 |
|
|
2022
Q3 | $372K | Sell |
4,562
-96
| -2% | -$7.83K | 0.01% | 1040 |
|
|
2022
Q2 | $373K | Buy |
4,658
+14
| +0.3% | +$1.12K | 0.01% | 1077 |
|
|
2022
Q1 | $432K | Sell |
4,644
-13
| -0.3% | -$1.21K | 0.01% | 1102 |
|
|
2021
Q4 | $423K | Sell |
4,657
-4,238
| -48% | -$385K | 0.01% | 1127 |
|
|
2021
Q3 | $673K | Hold |
8,895
| – | – | 0.01% | 890 |
|
|
2021
Q2 | $673K | Sell |
8,895
-3,133
| -26% | -$237K | 0.01% | 945 |
|
|
2021
Q1 | $912K | Sell |
12,028
-7,294
| -38% | -$553K | 0.01% | 729 |
|
|
2020
Q4 | $1.18M | Buy |
19,322
+9,637
| +100% | +$589K | 0.02% | 656 |
|
|
2020
Q3 | $388K | Buy |
+9,685
| New | +$388K | 0.01% | 960 |
|