Burney Company’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 | $288K | Buy |
+2,320
| New | +$288K | 0.01% | 499 |
|
|
2022
Q1 | – | Sell |
-2,250
| Closed | -$204K | – | 609 |
|
|
2021
Q4 | $204K | Sell |
2,250
-1,450
| -39% | -$131K | 0.01% | 569 |
|
|
2021
Q3 | $297K | Sell |
3,700
-200
| -5% | -$16.1K | 0.01% | 481 |
|
|
2021
Q2 | $295K | Sell |
3,900
-35
| -0.9% | -$2.65K | 0.01% | 498 |
|
|
2021
Q1 | $298K | Buy |
+3,935
| New | +$298K | 0.01% | 476 |
|