Coldstream Capital Management’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 | $731K | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $680K | Buy |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $282K | Buy |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $287K | Buy |
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