CI Investments Inc’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 | $68K | Sell |
546
-80
| -13% | -$9.96K | ﹤0.01% | 970 |
|
|
2025
Q1 | $70K | Sell |
626
-71
| -10% | -$7.94K | ﹤0.01% | 989 |
|
|
2024
Q4 | $87K | Sell |
697
-101
| -13% | -$12.6K | ﹤0.01% | 962 |
|
|
2024
Q3 | $87K | Buy |
798
+108
| +16% | +$11.8K | ﹤0.01% | 880 |
|
|
2024
Q2 | $68K | Buy |
690
+6
| +0.9% | +$591 | ﹤0.01% | 906 |
|
|
2024
Q1 | $71K | Buy |
684
+127
| +23% | +$13.2K | ﹤0.01% | 953 |
|
|
2023
Q4 | $52K | Buy |
557
+160
| +40% | +$14.9K | ﹤0.01% | 971 |
|
|
2023
Q3 | $30K | Buy |
397
+4
| +1% | +$302 | ﹤0.01% | 1051 |
|
|
2023
Q2 | $29K | Buy |
393
+66
| +20% | +$4.87K | ﹤0.01% | 1055 |
|
|
2023
Q1 | $24K | Buy |
327
+25
| +8% | +$1.84K | ﹤0.01% | 1036 |
|
|
2022
Q4 | $26K | Buy |
302
+62
| +26% | +$5.34K | ﹤0.01% | 1045 |
|
|
2022
Q3 | $20K | Sell |
240
-13
| -5% | -$1.08K | ﹤0.01% | 1026 |
|
|
2022
Q2 | $20K | Sell |
253
-197
| -44% | -$15.6K | ﹤0.01% | 975 |
|
|
2022
Q1 | $42K | Hold |
450
| – | – | ﹤0.01% | 979 |
|
|
2021
Q4 | $41K | Sell |
450
-216
| -32% | -$19.7K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $54K | Buy |
666
+48
| +8% | +$3.89K | ﹤0.01% | 959 |
|
|
2021
Q2 | $47K | Buy |
618
+233
| +61% | +$17.7K | ﹤0.01% | 968 |
|
|
2021
Q1 | $29K | Hold |
385
| – | – | ﹤0.01% | 939 |
|
|
2020
Q4 | $24K | Buy |
385
+100
| +35% | +$6.23K | ﹤0.01% | 913 |
|
|
2020
Q3 | $11K | Buy |
+285
| New | +$11K | ﹤0.01% | 906 |
|