Centaurus Financial’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,840
| Closed | -$280K | – | 926 |
|
|
2023
Q1 | $280K | Hold |
3,840
| – | – | 0.02% | 565 |
|
|
2022
Q4 | $325K | Hold |
3,840
| – | – | 0.03% | 469 |
|
|
2022
Q3 | $313K | Buy |
3,840
+22
| +0.6% | +$1.79K | 0.03% | 470 |
|
|
2022
Q2 | $306K | Hold |
3,818
| – | – | 0.03% | 492 |
|
|
2022
Q1 | $355K | Hold |
3,818
| – | – | 0.03% | 502 |
|
|
2021
Q4 | $347K | Hold |
3,818
| – | – | 0.03% | 538 |
|
|
2021
Q3 | $307K | Hold |
3,818
| – | – | 0.03% | 544 |
|
|
2021
Q2 | $289K | Hold |
3,818
| – | – | 0.02% | 573 |
|
|
2021
Q1 | $289K | Hold |
3,818
| – | – | 0.03% | 508 |
|
|
2020
Q4 | $233K | Sell |
3,818
-1,000
| -21% | -$61K | 0.02% | 519 |
|
|
2020
Q3 | $193K | Buy |
+4,818
| New | +$193K | 0.03% | 455 |
|
|
2018
Q3 | – | Sell |
-5,718
| Closed | -$498K | – | 2048 |
|
|
2018
Q2 | $498K | Buy |
+5,718
| New | +$498K | 0.07% | 311 |
|