Chicago Trust’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 | $17.1M | Buy |
137,664
+117,768
| +592% | +$14.6M | 2.4% | 6 |
|
|
2025
Q1 | $2.24M | Buy |
19,896
+100
| +0.5% | +$11.2K | 0.4% | 64 |
|
|
2024
Q4 | $2.47M | Hold |
19,796
| – | – | 0.44% | 57 |
|
|
2024
Q3 | $2.15M | Sell |
19,796
-1,000
| -5% | -$109K | 0.37% | 66 |
|
|
2024
Q2 | $2.05M | Sell |
20,796
-311
| -1% | -$30.7K | 0.42% | 60 |
|
|
2024
Q1 | $2.2M | Buy |
21,107
+2,870
| +16% | +$300K | 0.46% | 57 |
|
|
2023
Q4 | $1.69M | Sell |
18,237
-1,000
| -5% | -$92.8K | 0.38% | 66 |
|
|
2023
Q3 | $1.45M | Sell |
19,237
-1,600
| -8% | -$121K | 0.36% | 71 |
|
|
2023
Q2 | $1.51M | Hold |
20,837
| – | – | 0.36% | 71 |
|
|
2023
Q1 | $1.52M | Hold |
20,837
| – | – | 0.38% | 70 |
|
|
2022
Q4 | $1.76M | Hold |
20,837
| – | – | 0.44% | 63 |
|
|
2022
Q3 | $1.7M | Sell |
20,837
-844
| -4% | -$68.8K | 0.44% | 60 |
|
|
2022
Q2 | $1.74M | Sell |
21,681
-550
| -2% | -$44.1K | 0.44% | 66 |
|
|
2022
Q1 | $2.07M | Hold |
22,231
| – | – | 0.44% | 58 |
|
|
2021
Q4 | $2.02M | Sell |
22,231
-14,250
| -39% | -$1.29M | 0.4% | 67 |
|
|
2021
Q3 | $2.93M | Sell |
36,481
-9,272
| -20% | -$745K | 0.64% | 46 |
|
|
2021
Q2 | $3.46M | Sell |
45,753
-480
| -1% | -$36.3K | 0.82% | 30 |
|
|
2021
Q1 | $3.5M | Sell |
46,233
-6,059
| -12% | -$459K | 1.2% | 22 |
|
|
2020
Q4 | $3.2M | Sell |
52,292
-150
| -0.3% | -$9.17K | 1.1% | 22 |
|
|
2020
Q3 | $2.1M | Sell |
52,442
-2,000
| -4% | -$80.1K | 0.88% | 34 |
|
|
2020
Q2 | $2.38M | Sell |
54,442
-475
| -0.9% | -$20.7K | 1.05% | 28 |
|
|
2020
Q1 | $1.8M | Buy |
54,917
+525
| +1% | +$17.2K | 0.91% | 31 |
|
|
2019
Q4 | $3.86M | Hold |
54,392
| – | – | 1.57% | 15 |
|
|
2019
Q3 | $3.52M | Sell |
54,392
-500
| -0.9% | -$32.3K | 1.48% | 18 |
|
|
2019
Q2 | $4.02K | Hold |
54,892
| – | – | 1.71% | 11 |
|
|
2019
Q1 | $3.7K | Sell |
54,892
-6,830
| -11% | -$460 | 1.59% | 13 |
|
|
2018
Q4 | $4.1K | Hold |
61,722
| – | – | 1.94% | 9 |
|
|
2018
Q3 | $5.24M | Hold |
61,722
| – | – | 2.09% | 8 |
|
|
2018
Q2 | $5.37M | Sell |
61,722
-2,321
| -4% | -$202K | 2.29% | 6 |
|
|
2018
Q1 | $5.51M | Buy |
64,043
+2,221
| +4% | +$191K | 2.35% | 5 |
|
|
2017
Q4 | $5.09M | Sell |
61,822
-2,000
| -3% | -$165K | 2.03% | 8 |
|
|
2017
Q3 | $5K | Buy |
63,822
+77
| +0.1% | +$6 | 2.11% | 7 |
|
|
2017
Q2 | $4.87K | Sell |
63,745
-500
| -0.8% | -$38 | 2.16% | 7 |
|
|
2017
Q1 | $4.44K | Hold |
64,245
| – | – | 1.96% | 10 |
|
|
2016
Q4 | $4.66M | Sell |
64,245
-70
| -0.1% | -$5.08K | 2.02% | 10 |
|
|
2016
Q3 | $3.57M | Sell |
64,315
-9,530
| -13% | -$530K | 1.56% | 14 |
|
|
2016
Q2 | $3.77M | Sell |
73,845
-9,541
| -11% | -$487K | 1.55% | 17 |
|
|
2016
Q1 | $3.7M | Buy |
83,386
+1,841
| +2% | +$81.6K | 1.53% | 18 |
|
|
2015
Q4 | $3.96M | Hold |
81,545
| – | – | 1.54% | 19 |
|
|
2015
Q3 | $4.36M | Sell |
81,545
-350
| -0.4% | -$18.7K | 1.67% | 15 |
|
|
2015
Q2 | $4.37M | Sell |
81,895
-3,000
| -4% | -$160K | 1.54% | 17 |
|
|
2015
Q1 | $4.05M | Buy |
+84,895
| New | +$4.05M | 1.39% | 19 |
|