Cambridge Investment Research Advisors’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 | $262K | Sell |
2,114
-312
| -13% | -$38.7K | ﹤0.01% | 3095 |
|
|
2025
Q1 | $273K | Buy |
2,426
+165
| +7% | +$18.6K | ﹤0.01% | 2948 |
|
|
2024
Q4 | $282K | Buy |
2,261
+35
| +2% | +$4.37K | ﹤0.01% | 2887 |
|
|
2024
Q3 | $242K | Sell |
2,226
-1,054
| -32% | -$115K | ﹤0.01% | 2994 |
|
|
2024
Q2 | $323K | Buy |
3,280
+325
| +11% | +$32K | ﹤0.01% | 2650 |
|
|
2024
Q1 | $309K | Sell |
2,955
-1,136
| -28% | -$119K | ﹤0.01% | 2684 |
|
|
2023
Q4 | $379K | Buy |
4,091
+98
| +2% | +$9.08K | ﹤0.01% | 2420 |
|
|
2023
Q3 | $302K | Sell |
3,993
-575
| -13% | -$43.5K | ﹤0.01% | 2488 |
|
|
2023
Q2 | $332K | Sell |
4,568
-184
| -4% | -$13.4K | ﹤0.01% | 2452 |
|
|
2023
Q1 | $347K | Sell |
4,752
-2,027
| -30% | -$148K | ﹤0.01% | 2356 |
|
|
2022
Q4 | $573K | Buy |
6,779
+2,919
| +76% | +$247K | ﹤0.01% | 1909 |
|
|
2022
Q3 | $315K | Buy |
+3,860
| New | +$315K | ﹤0.01% | 2324 |
|
|
2017
Q2 | – | Sell |
-5,402
| Closed | -$373K | – | 1987 |
|
|
2017
Q1 | $373K | Buy |
+5,402
| New | +$373K | 0.01% | 1230 |
|