Capstone Investment Advisors’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,409
Closed -$435K 1170
2024
Q2
$435K Sell
4,409
-4,468
-50% -$440K ﹤0.01% 617
2024
Q1
$927K Buy
8,877
+5,661
+176% +$591K ﹤0.01% 572
2023
Q4
$298K Buy
3,216
+311
+11% +$28.8K ﹤0.01% 703
2023
Q3
$219K Buy
+2,905
New +$219K ﹤0.01% 921