CAPTRUST Financial Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
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|
2025
Q1 | $445K | Buy |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $165K | Hold |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $143K | Buy |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $7K | Buy |
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|
2020
Q3 | $2K | Buy |
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