Capital Advisors Ltd’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 | $21K | Hold |
167
| – | – | ﹤0.01% | 620 |
|
|
2025
Q1 | $19K | Hold |
167
| – | – | ﹤0.01% | 622 |
|
|
2024
Q4 | $21K | Hold |
167
| – | – | ﹤0.01% | 612 |
|
|
2024
Q3 | $18K | Hold |
167
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $16K | Hold |
167
| – | – | ﹤0.01% | 641 |
|
|
2024
Q1 | $17K | Hold |
167
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $15K | Hold |
167
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $13K | Hold |
167
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $12K | Buy |
+167
| New | +$12K | ﹤0.01% | 671 |
|
|
2023
Q1 | – | Sell |
-167
| Closed | – | – | 1591 |
|
|
2022
Q4 | $0 | Buy |
+167
| New | – | ﹤0.01% | 1694 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 1362 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 961 |
|