Canada Life’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 | $6.97M | Sell |
56,170
-110,211
| -66% | -$13.7M | 0.01% | 655 |
|
2025
Q1 | $18.7M | Buy |
166,381
+23,001
| +16% | +$2.59M | 0.03% | 424 |
|
2024
Q4 | $17.9M | Buy |
143,380
+82,918
| +137% | +$10.3M | 0.03% | 445 |
|
2024
Q3 | $6.57M | Buy |
60,462
+6,910
| +13% | +$751K | 0.01% | 731 |
|
2024
Q2 | $5.28M | Buy |
53,552
+3,702
| +7% | +$365K | 0.01% | 798 |
|
2024
Q1 | $5.21M | Buy |
49,850
+1,144
| +2% | +$119K | 0.01% | 788 |
|
2023
Q4 | $4.5M | Buy |
48,706
+768
| +2% | +$71K | 0.01% | 811 |
|
2023
Q3 | $3.62M | Buy |
47,938
+2,799
| +6% | +$211K | 0.01% | 888 |
|
2023
Q2 | $3.29M | Sell |
45,139
-5,388
| -11% | -$392K | 0.01% | 925 |
|
2023
Q1 | $3.69M | Sell |
50,527
-776
| -2% | -$56.6K | 0.01% | 904 |
|
2022
Q4 | $4.34M | Buy |
51,303
+9,608
| +23% | +$813K | 0.01% | 811 |
|
2022
Q3 | $3.4M | Buy |
41,695
+4,809
| +13% | +$392K | 0.01% | 852 |
|
2022
Q2 | $2.96M | Buy |
36,886
+5,661
| +18% | +$454K | 0.01% | 944 |
|
2022
Q1 | $2.98M | Buy |
31,225
+2,583
| +9% | +$247K | 0.01% | 997 |
|
2021
Q4 | $2.6M | Buy |
28,642
+2,019
| +8% | +$183K | 0.01% | 1054 |
|
2021
Q3 | $2.15M | Buy |
26,623
+4,376
| +20% | +$354K | 0.01% | 1137 |
|
2021
Q2 | $1.68M | Buy |
22,247
+166
| +0.8% | +$12.6K | ﹤0.01% | 1254 |
|
2021
Q1 | $1.67M | Sell |
22,081
-2,024
| -8% | -$153K | ﹤0.01% | 1250 |
|
2020
Q4 | $1.47M | Sell |
24,105
-3,493
| -13% | -$213K | ﹤0.01% | 1313 |
|
2020
Q3 | $1.1M | Sell |
27,598
-815
| -3% | -$32.6K | ﹤0.01% | 1370 |
|
2020
Q2 | $1.24M | Sell |
28,413
-1,296
| -4% | -$56.5K | ﹤0.01% | 1321 |
|
2020
Q1 | $977K | Buy |
29,709
+2,189
| +8% | +$72K | ﹤0.01% | 1306 |
|
2019
Q4 | $1.94M | Buy |
+27,520
| New | +$1.94M | ﹤0.01% | 1152 |
|
2019
Q3 | – | Sell |
-33,631
| Closed | -$2.46M | – | 2304 |
|
2019
Q2 | $2.46M | Sell |
33,631
-355
| -1% | -$26K | 0.01% | 1053 |
|
2019
Q1 | $2.29M | Sell |
33,986
-573
| -2% | -$38.6K | 0.01% | 970 |
|
2018
Q4 | $2.13M | Buy |
34,559
+2,191
| +7% | +$135K | 0.01% | 960 |
|
2018
Q3 | $2.75M | Hold |
32,368
| – | – | 0.01% | 957 |
|
2018
Q2 | $2.82M | Sell |
32,368
-920
| -3% | -$80.1K | 0.01% | 950 |
|
2018
Q1 | $2.87M | Buy |
33,288
+100
| +0.3% | +$8.61K | 0.01% | 937 |
|
2017
Q4 | $2.73M | Buy |
33,188
+287
| +0.9% | +$23.6K | 0.01% | 970 |
|
2017
Q3 | $2.56M | Sell |
32,901
-791
| -2% | -$61.6K | 0.01% | 991 |
|
2017
Q2 | $2.57M | Sell |
33,692
-39,998
| -54% | -$3.05M | 0.01% | 975 |
|
2017
Q1 | $5.09M | Buy |
73,690
+5,089
| +7% | +$351K | 0.01% | 688 |
|
2016
Q4 | $4.98M | Sell |
68,601
-1,098
| -2% | -$79.7K | 0.01% | 685 |
|
2016
Q3 | $3.87M | Buy |
69,699
+2,359
| +4% | +$131K | 0.01% | 745 |
|
2016
Q2 | $3.44M | Buy |
67,340
+63,325
| +1,577% | +$3.23M | 0.01% | 779 |
|
2016
Q1 | $178K | Hold |
4,015
| – | – | ﹤0.01% | 1388 |
|
2015
Q4 | $195K | Hold |
4,015
| – | – | ﹤0.01% | 1299 |
|
2015
Q3 | $215K | Hold |
4,015
| – | – | ﹤0.01% | 1213 |
|
2015
Q2 | $214K | Hold |
4,015
| – | – | ﹤0.01% | 1339 |
|
2015
Q1 | $191K | Buy |
4,015
+1,420
| +55% | +$67.6K | ﹤0.01% | 1371 |
|
2014
Q4 | $121K | Hold |
2,595
| – | – | ﹤0.01% | 1619 |
|
2014
Q3 | $116K | Hold |
2,595
| – | – | ﹤0.01% | 1575 |
|
2014
Q2 | $119K | Hold |
2,595
| – | – | ﹤0.01% | 1457 |
|
2014
Q1 | $125K | Hold |
2,595
| – | – | ﹤0.01% | 1325 |
|
2013
Q4 | $120K | Buy |
+2,595
| New | +$120K | ﹤0.01% | 1338 |
|