Clearstead Advisors’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
Q3 | $64.2K | Sell |
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|
2025
Q2 | $71.7K | Buy |
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|
2025
Q1 | $29.5K | Sell |
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|
2024
Q4 | $35.3K | Sell |
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|
2024
Q3 | $31.4K | Buy |
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|
2024
Q2 | $27.5K | Buy |
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|
2024
Q1 | $10.4K | Buy |
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|
2023
Q4 | $8.63K | Sell |
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|
2023
Q3 | $8.91K | Buy |
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|
2023
Q2 | $1.82K | Hold |
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|
2023
Q1 | $1.82K | Buy |
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