Coldstream Capital Management’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 | $731K | Sell |
5,893
-332
| -5% | -$41.2K | 0.01% | 509 |
|
|
2025
Q1 | $700K | Buy |
6,225
+235
| +4% | +$26.4K | 0.01% | 480 |
|
|
2024
Q4 | $747K | Sell |
5,990
-253
| -4% | -$31.6K | 0.02% | 454 |
|
|
2024
Q3 | $680K | Buy |
6,243
+396
| +7% | +$43.1K | 0.01% | 501 |
|
|
2024
Q2 | $576K | Buy |
5,847
+111
| +2% | +$10.9K | 0.01% | 500 |
|
|
2024
Q1 | $599K | Buy |
5,736
+1,362
| +31% | +$142K | 0.02% | 490 |
|
|
2023
Q4 | $406K | Buy |
4,374
+670
| +18% | +$62.1K | 0.01% | 588 |
|
|
2023
Q3 | $280K | Sell |
3,704
-175
| -5% | -$13.2K | 0.01% | 621 |
|
|
2023
Q2 | $282K | Buy |
3,879
+266
| +7% | +$19.3K | 0.01% | 651 |
|
|
2023
Q1 | $264K | Buy |
3,613
+465
| +15% | +$33.9K | 0.01% | 664 |
|
|
2022
Q4 | $266K | Buy |
+3,148
| New | +$266K | 0.01% | 656 |
|
|
2022
Q2 | $253K | Buy |
3,160
+31
| +1% | +$2.48K | 0.01% | 626 |
|
|
2022
Q1 | $291K | Sell |
3,129
-30
| -0.9% | -$2.79K | 0.01% | 576 |
|
|
2021
Q4 | $287K | Buy |
+3,159
| New | +$287K | 0.01% | 637 |
|