Cetera Advisor Networks’s Wintrust Financial WTFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$955K Sell
9,145
-278
-3% -$29K ﹤0.01% 1492
2023
Q4
$874K Sell
9,423
-262
-3% -$24.3K ﹤0.01% 1459
2023
Q3
$731K Buy
9,685
+4,492
+87% +$339K ﹤0.01% 1491
2023
Q2
$377K Buy
5,193
+12
+0.2% +$871 ﹤0.01% 1925
2023
Q1
$378K Sell
5,181
-568
-10% -$41.4K ﹤0.01% 1886
2022
Q4
$486K Buy
5,749
+999
+21% +$84.4K ﹤0.01% 1666
2022
Q3
$387K Buy
4,750
+17
+0.4% +$1.39K ﹤0.01% 1448
2022
Q2
$380K Hold
4,733
﹤0.01% 1467
2022
Q1
$440K Hold
4,733
0.01% 1371
2021
Q4
$430K Hold
4,733
0.01% 1365
2021
Q3
$380K Sell
4,733
-77
-2% -$6.18K 0.01% 1381
2021
Q2
$364K Buy
4,810
+110
+2% +$8.32K 0.01% 1370
2021
Q1
$356K Hold
4,700
0.01% 1046
2020
Q4
$287K Buy
+4,700
New +$287K 0.01% 1070
2020
Q3
Sell
-4,700
Closed -$205K 3038
2020
Q2
$205K Buy
+4,700
New +$205K 0.01% 1112
2020
Q1
Sell
-4,615
Closed -$327K 1287
2019
Q4
$327K Hold
4,615
0.01% 913
2019
Q3
$298K Buy
4,615
+1
+0% +$65 0.01% 921
2019
Q2
$337K Buy
4,614
+200
+5% +$14.6K 0.01% 861
2019
Q1
$298K Hold
4,414
0.01% 880
2018
Q4
$294K Sell
4,414
-79
-2% -$5.26K 0.01% 771
2018
Q3
$381K Buy
+4,493
New +$381K 0.01% 738
2018
Q2
Sell
-4,293
Closed -$370K 991
2018
Q1
$370K Hold
4,293
0.02% 594
2017
Q4
$354K Hold
4,293
0.01% 679
2017
Q3
$336K Buy
4,293
+100
+2% +$7.83K 0.02% 654
2017
Q2
$320K Hold
4,193
0.02% 680
2017
Q1
$289K Hold
4,193
0.01% 713
2016
Q4
$305K Sell
4,193
-44
-1% -$3.2K 0.02% 640
2016
Q3
$235K Buy
4,237
+22
+0.5% +$1.22K 0.01% 871
2016
Q2
$215K Buy
+4,215
New +$215K 0.01% 742
2016
Q1
Sell
-4,215
Closed -$205K 858
2015
Q4
$205K Hold
4,215
0.01% 752
2015
Q3
$224K Buy
+4,215
New +$224K 0.02% 684