Choreo LLC’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
$791K Sell
6,378
-143
-2% -$17.7K 0.01% 675
2025
Q1
$733K Sell
6,521
-4,595
-41% -$517K 0.01% 667
2024
Q4
$1.38M Sell
11,116
-570
-5% -$70.9K 0.02% 456
2024
Q3
$1.22M Buy
11,686
+477
+4% +$49.9K 0.02% 506
2024
Q2
$1.11M Buy
+11,209
New +$1.11M 0.02% 494