Clearstead Advisors’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 | $71.7K | Buy |
578
+316
| +121% | +$39.2K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $29.5K | Sell |
262
-21
| -7% | -$2.36K | ﹤0.01% | 1301 |
|
|
2024
Q4 | $35.3K | Sell |
283
-6
| -2% | -$748 | ﹤0.01% | 1241 |
|
|
2024
Q3 | $31.4K | Buy |
289
+10
| +4% | +$1.09K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $27.5K | Buy |
279
+177
| +174% | +$17.4K | ﹤0.01% | 1292 |
|
|
2024
Q1 | $10.4K | Buy |
102
+9
| +10% | +$915 | ﹤0.01% | 1051 |
|
|
2023
Q4 | $8.63K | Sell |
93
-25
| -21% | -$2.32K | ﹤0.01% | 1083 |
|
|
2023
Q3 | $8.91K | Buy |
118
+93
| +372% | +$7.02K | ﹤0.01% | 1131 |
|
|
2023
Q2 | $1.82K | Hold |
25
| – | – | ﹤0.01% | 1176 |
|
|
2023
Q1 | $1.82K | Buy |
+25
| New | +$1.82K | ﹤0.01% | 1151 |
|