Charles Schwab’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $103M | Sell |
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|
2025
Q2 | $96.3M | Sell |
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|
2025
Q1 | $88.5M | Sell |
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|
2024
Q4 | $99.9M | Sell |
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|
2024
Q3 | $87.1M | Buy |
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|
2024
Q2 | $58.1M | Buy |
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|
2024
Q1 | $60.6M | Buy |
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|
2023
Q4 | $51.8M | Buy |
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|
2023
Q3 | $40.7M | Buy |
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|
2023
Q2 | $37.3M | Buy |
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|
2023
Q1 | $36.4M | Buy |
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|
2022
Q4 | $41.4M | Buy |
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|
2022
Q3 | $38.9M | Buy |
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|
2022
Q2 | $35.1M | Buy |
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|
2022
Q1 | $38.5M | Buy |
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|
2021
Q4 | $36.6M | Buy |
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|
2021
Q3 | $32M | Buy |
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|
2021
Q2 | $29.7M | Buy |
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|
2021
Q1 | $29M | Sell |
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|
2020
Q4 | $24.3M | Buy |
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|
2020
Q3 | $15.6M | Sell |
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|
2020
Q2 | $22.1M | Buy |
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|
2020
Q1 | $16M | Buy |
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|
2019
Q4 | $32.4M | Buy |
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|
2019
Q3 | $28.6M | Buy |
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|
2019
Q2 | $30.4M | Buy |
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|
2019
Q1 | $27.2M | Buy |
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|
2018
Q4 | $24.7M | Buy |
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|
2018
Q3 | $31.4M | Buy |
|
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|
2018
Q2 | $22.3M | Sell |
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|
2018
Q1 | $28.6M | Buy |
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|
2017
Q4 | $26.4M | Buy |
|
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|
2017
Q3 | $23.9M | Buy |
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|
2017
Q2 | $22.2M | Buy |
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|
2017
Q1 | $19.2M | Buy |
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|
2016
Q4 | $17.4M | Buy |
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|
2016
Q3 | $12.5M | Buy |
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|
2016
Q2 | $9.93M | Buy |
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|
2016
Q1 | $8.39M | Buy |
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|
2015
Q4 | $9.01M | Buy |
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|
2015
Q3 | $9.11M | Buy |
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|
2015
Q2 | $8.54M | Buy |
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|
2015
Q1 | $7.41M | Sell |
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|
2014
Q4 | $8.25M | Buy |
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|
2014
Q3 | $6.17M | Sell |
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|
2014
Q2 | $6.39M | Buy |
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|
2014
Q1 | $6.41M | Buy |
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|
2013
Q4 | $5.01M | Buy |
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|
2013
Q3 | $4.19M | Buy |
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|
2013
Q2 | $3.79M | Buy |
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