Capstone Financial 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
$285K Sell
2,299
-340
-13% -$42.2K 0.02% 127
2025
Q1
$297K Buy
+2,639
New +$297K 0.02% 114