CAPTRUST 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 | $544K | Buy |
4,385
+426
| +11% | +$52.8K | ﹤0.01% | 1682 |
|
|
2025
Q1 | $445K | Buy |
3,959
+158
| +4% | +$17.8K | ﹤0.01% | 1706 |
|
|
2024
Q4 | $474K | Sell |
3,801
-58
| -2% | -$7.23K | ﹤0.01% | 1630 |
|
|
2024
Q3 | $419K | Buy |
3,859
+104
| +3% | +$11.3K | ﹤0.01% | 1676 |
|
|
2024
Q2 | $370K | Buy |
3,755
+763
| +26% | +$75.2K | ﹤0.01% | 1680 |
|
|
2024
Q1 | $312K | Buy |
2,992
+157
| +6% | +$16.4K | ﹤0.01% | 1752 |
|
|
2023
Q4 | $263K | Buy |
+2,835
| New | +$263K | ﹤0.01% | 2199 |
|
|
2023
Q2 | – | Sell |
-2,978
| Closed | -$217K | – | 2599 |
|
|
2023
Q1 | $217K | Buy |
+2,978
| New | +$217K | ﹤0.01% | 1997 |
|
|
2022
Q3 | – | Sell |
-1,823
| Closed | -$146K | – | 4086 |
|
|
2022
Q2 | $146K | Buy |
1,823
+47
| +3% | +$3.76K | ﹤0.01% | 1921 |
|
|
2022
Q1 | $165K | Hold |
1,776
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q4 | $161K | Hold |
1,776
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q3 | $143K | Buy |
1,776
+51
| +3% | +$4.11K | ﹤0.01% | 1796 |
|
|
2021
Q2 | $130K | Sell |
1,725
-33
| -2% | -$2.49K | ﹤0.01% | 1823 |
|
|
2021
Q1 | $133K | Buy |
1,758
+1,648
| +1,498% | +$125K | ﹤0.01% | 1764 |
|
|
2020
Q4 | $7K | Buy |
110
+60
| +120% | +$3.82K | ﹤0.01% | 2719 |
|
|
2020
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 2817 |
|