CIBC Private Wealth Group’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
Q2 | $812K | Sell |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $956K | Buy |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $453K | Hold |
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|
2022
Q4 | $496K | Hold |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $580K | Sell |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $864K | Sell |
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|
2019
Q3 | $818K | Sell |
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|
2019
Q2 | $1M | Sell |
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|
2019
Q1 | $1M | Sell |
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|
2018
Q4 | $993K | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.59M | Sell |
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|
2018
Q1 | $1.59M | Sell |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $1.26M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $537K | Sell |
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|
2014
Q3 | $669K | Hold |
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|
2014
Q2 | $689K | Sell |
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|
2014
Q1 | $749K | Buy |
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