Cambridge Investment Research 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
Q3 | $487K | Buy |
|
|||||
|
2025
Q2 | $262K | Sell |
|
|||||
|
2025
Q1 | $273K | Buy |
|
|||||
|
2024
Q4 | $282K | Buy |
|
|||||
|
2024
Q3 | $242K | Sell |
|
|||||
|
2024
Q2 | $323K | Buy |
|
|||||
|
2024
Q1 | $309K | Sell |
|
|||||
|
2023
Q4 | $379K | Buy |
|
|||||
|
2023
Q3 | $302K | Sell |
|
|||||
|
2023
Q2 | $332K | Sell |
|
|||||
|
2023
Q1 | $347K | Sell |
|
|||||
|
2022
Q4 | $573K | Buy |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $373K | Buy |
|