Cerity Partners’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 | $2.87M | Buy |
23,120
+355
| +2% | +$44K | 0.01% | 1053 |
|
|
2025
Q1 | $2.56M | Sell |
22,765
-1,531
| -6% | -$172K | 0.01% | 998 |
|
|
2024
Q4 | $2.66M | Sell |
24,296
-1,740
| -7% | -$190K | 0.01% | 981 |
|
|
2024
Q3 | $2.83M | Buy |
26,036
+4,170
| +19% | +$453K | 0.01% | 939 |
|
|
2024
Q2 | $2.16M | Sell |
21,866
-2,215
| -9% | -$218K | 0.01% | 876 |
|
|
2024
Q1 | $2.51M | Buy |
24,081
+21,443
| +813% | +$2.24M | 0.01% | 880 |
|
|
2023
Q4 | $245K | Buy |
+2,638
| New | +$245K | ﹤0.01% | 1618 |
|