Cetera Investment Advisers’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 | $3.42M | Buy |
27,598
+7,935
| +40% | +$984K | 0.01% | 1464 |
|
|
2025
Q1 | $2.21M | Buy |
19,663
+3,873
| +25% | +$436K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $1.97M | Buy |
15,790
+2,132
| +16% | +$266K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $1.48M | Buy |
13,658
+859
| +7% | +$93.2K | ﹤0.01% | 1823 |
|
|
2024
Q2 | $1.26M | Sell |
12,799
-21
| -0.2% | -$2.07K | ﹤0.01% | 1906 |
|
|
2024
Q1 | $1.34M | Buy |
12,820
+9,797
| +324% | +$1.02M | ﹤0.01% | 1849 |
|
|
2023
Q4 | $280K | Buy |
+3,023
| New | +$280K | ﹤0.01% | 1818 |
|