CIBC Private Wealth Group’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
6,549
-1,334
| -17% | -$165K | ﹤0.01% | 709 |
|
|
2025
Q1 | $750K | Sell |
7,883
-478
| -6% | -$45.5K | ﹤0.01% | 708 |
|
|
2024
Q4 | $1.07M | Sell |
8,361
-2,950
| -26% | -$378K | ﹤0.01% | 680 |
|
|
2024
Q3 | $1.23M | Sell |
11,311
-574
| -5% | -$62.3K | ﹤0.01% | 648 |
|
|
2024
Q2 | $1.15M | Buy |
11,885
+382
| +3% | +$36.8K | ﹤0.01% | 637 |
|
|
2024
Q1 | $1.19M | Sell |
11,503
-267
| -2% | -$27.5K | ﹤0.01% | 628 |
|
|
2023
Q4 | $1.09M | Sell |
11,770
-891
| -7% | -$82.6K | ﹤0.01% | 612 |
|
|
2023
Q3 | $956K | Buy |
12,661
+5,458
| +76% | +$412K | ﹤0.01% | 618 |
|
|
2023
Q2 | $523K | Buy |
7,203
+1,000
| +16% | +$72.6K | ﹤0.01% | 683 |
|
|
2023
Q1 | $453K | Hold |
6,203
| – | – | ﹤0.01% | 724 |
|
|
2022
Q4 | $496K | Hold |
6,203
| – | – | ﹤0.01% | 613 |
|
|
2022
Q3 | $506K | Sell |
6,203
-40
| -0.6% | -$3.26K | ﹤0.01% | 702 |
|
|
2022
Q2 | $500K | Hold |
6,243
| – | – | ﹤0.01% | 705 |
|
|
2022
Q1 | $580K | Sell |
6,243
-333
| -5% | -$30.9K | ﹤0.01% | 717 |
|
|
2021
Q4 | $597K | Buy |
6,576
+200
| +3% | +$18.2K | ﹤0.01% | 739 |
|
|
2021
Q3 | $512K | Buy |
6,376
+785
| +14% | +$63K | ﹤0.01% | 726 |
|
|
2021
Q2 | $423K | Sell |
5,591
-20
| -0.4% | -$1.51K | ﹤0.01% | 834 |
|
|
2021
Q1 | $425K | Sell |
5,611
-430
| -7% | -$32.6K | ﹤0.01% | 835 |
|
|
2020
Q4 | $369K | Sell |
6,041
-509
| -8% | -$31.1K | ﹤0.01% | 832 |
|
|
2020
Q3 | $262K | Buy |
+6,550
| New | +$262K | ﹤0.01% | 801 |
|
|
2020
Q2 | – | Sell |
-9,319
| Closed | -$306K | – | 825 |
|
|
2020
Q1 | $306K | Sell |
9,319
-2,862
| -23% | -$94K | ﹤0.01% | 712 |
|
|
2019
Q4 | $864K | Sell |
12,181
-481
| -4% | -$34.1K | ﹤0.01% | 607 |
|
|
2019
Q3 | $818K | Sell |
12,662
-1,018
| -7% | -$65.8K | ﹤0.01% | 606 |
|
|
2019
Q2 | $1M | Sell |
13,680
-1,175
| -8% | -$86K | ﹤0.01% | 581 |
|
|
2019
Q1 | $1M | Sell |
14,855
-75
| -0.5% | -$5.05K | ﹤0.01% | 586 |
|
|
2018
Q4 | $993K | Sell |
14,930
-3,658
| -20% | -$243K | ﹤0.01% | 568 |
|
|
2018
Q3 | $1.58M | Buy |
18,588
+364
| +2% | +$30.9K | 0.01% | 572 |
|
|
2018
Q2 | $1.59M | Sell |
18,224
-295
| -2% | -$25.7K | 0.01% | 564 |
|
|
2018
Q1 | $1.59M | Sell |
18,519
-890
| -5% | -$76.6K | 0.01% | 552 |
|
|
2017
Q4 | $1.6M | Buy |
19,409
+3,276
| +20% | +$270K | 0.01% | 574 |
|
|
2017
Q3 | $1.26M | Buy |
+16,133
| New | +$1.26M | 0.01% | 575 |
|
|
2015
Q1 | – | Sell |
-11,500
| Closed | -$537K | – | 640 |
|
|
2014
Q4 | $537K | Sell |
11,500
-3,475
| -23% | -$162K | ﹤0.01% | 535 |
|
|
2014
Q3 | $669K | Hold |
14,975
| – | – | 0.01% | 500 |
|
|
2014
Q2 | $689K | Sell |
14,975
-400
| -3% | -$18.4K | 0.01% | 489 |
|
|
2014
Q1 | $749K | Buy |
+15,375
| New | +$749K | 0.01% | 469 |
|