Commonwealth Equity Services’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 | $1.35M | Buy |
10,922
+349
| +3% | +$43.3K | ﹤0.01% | 2327 |
|
|
2025
Q1 | $1.19M | Buy |
10,573
+1,164
| +12% | +$131K | ﹤0.01% | 2327 |
|
|
2024
Q4 | $1.17M | Sell |
9,409
-333
| -3% | -$41.5K | ﹤0.01% | 2274 |
|
|
2024
Q3 | $1.06M | Buy |
9,742
+684
| +8% | +$74.2K | ﹤0.01% | 2307 |
|
|
2024
Q2 | $893K | Buy |
9,058
+224
| +3% | +$22.1K | ﹤0.01% | 2373 |
|
|
2024
Q1 | $922K | Sell |
8,834
-238
| -3% | -$24.8K | ﹤0.01% | 2317 |
|
|
2023
Q4 | $841K | Buy |
9,072
+62
| +0.7% | +$5.75K | ﹤0.01% | 2291 |
|
|
2023
Q3 | $680K | Buy |
9,010
+79
| +0.9% | +$5.96K | ﹤0.01% | 2334 |
|
|
2023
Q2 | $649K | Buy |
8,931
+34
| +0.4% | +$2.47K | ﹤0.01% | 2407 |
|
|
2023
Q1 | $649 | Buy |
8,897
+149
| +2% | +$11 | ﹤0.01% | 2340 |
|
|
2022
Q4 | $739K | Buy |
8,748
+34
| +0.4% | +$2.87K | ﹤0.01% | 2157 |
|
|
2022
Q3 | $710K | Sell |
8,714
-3,399
| -28% | -$277K | ﹤0.01% | 2144 |
|
|
2022
Q2 | $970K | Sell |
12,113
-306
| -2% | -$24.5K | ﹤0.01% | 1925 |
|
|
2022
Q1 | $1.15M | Buy |
12,419
+3,731
| +43% | +$347K | ﹤0.01% | 1885 |
|
|
2021
Q4 | $789K | Sell |
8,688
-71
| -0.8% | -$6.45K | ﹤0.01% | 2164 |
|
|
2021
Q3 | $703K | Sell |
8,759
-43
| -0.5% | -$3.45K | ﹤0.01% | 2211 |
|
|
2021
Q2 | $665K | Sell |
8,802
-6,490
| -42% | -$490K | ﹤0.01% | 2234 |
|
|
2021
Q1 | $1.16M | Sell |
15,292
-20,318
| -57% | -$1.54M | ﹤0.01% | 1695 |
|
|
2020
Q4 | $2.18M | Buy |
35,610
+18
| +0.1% | +$1.1K | 0.01% | 1179 |
|
|
2020
Q3 | $1.43M | Buy |
35,592
+18
| +0.1% | +$721 | ﹤0.01% | 1289 |
|
|
2020
Q2 | $1.55M | Buy |
35,574
+16
| +0% | +$698 | 0.01% | 1165 |
|
|
2020
Q1 | $1.17M | Sell |
35,558
-1,374
| -4% | -$45.1K | 0.01% | 1180 |
|
|
2019
Q4 | $2.62M | Buy |
36,932
+26,872
| +267% | +$1.9M | 0.01% | 895 |
|
|
2019
Q3 | $650K | Buy |
10,060
+57
| +0.6% | +$3.68K | ﹤0.01% | 1636 |
|
|
2019
Q2 | $731K | Buy |
10,003
+166
| +2% | +$12.1K | ﹤0.01% | 1547 |
|
|
2019
Q1 | $662K | Buy |
9,837
+1,635
| +20% | +$110K | ﹤0.01% | 1563 |
|
|
2018
Q4 | $545K | Buy |
8,202
+182
| +2% | +$12.1K | ﹤0.01% | 1585 |
|
|
2018
Q3 | $681K | Buy |
8,020
+826
| +11% | +$70.1K | ﹤0.01% | 1567 |
|
|
2018
Q2 | $626K | Buy |
7,194
+3,708
| +106% | +$323K | ﹤0.01% | 1596 |
|
|
2018
Q1 | $299K | Sell |
3,486
-470
| -12% | -$40.3K | ﹤0.01% | 2067 |
|
|
2017
Q4 | $326K | Sell |
3,956
-162
| -4% | -$13.4K | ﹤0.01% | 1992 |
|
|
2017
Q3 | $322K | Hold |
4,118
| – | – | ﹤0.01% | 1923 |
|
|
2017
Q2 | $315K | Sell |
4,118
-49
| -1% | -$3.75K | ﹤0.01% | 1885 |
|
|
2017
Q1 | $288K | Buy |
4,167
+236
| +6% | +$16.3K | ﹤0.01% | 1884 |
|
|
2016
Q4 | $285K | Hold |
3,931
| – | – | ﹤0.01% | 1804 |
|
|
2016
Q3 | $218K | Hold |
3,931
| – | – | ﹤0.01% | 1934 |
|
|
2016
Q2 | $200K | Buy |
+3,931
| New | +$200K | ﹤0.01% | 1963 |
|
|
2015
Q4 | – | Sell |
-3,837
| Closed | -$205K | – | 2241 |
|
|
2015
Q3 | $205K | Hold |
3,837
| – | – | ﹤0.01% | 1820 |
|
|
2015
Q2 | $205K | Buy |
+3,837
| New | +$205K | ﹤0.01% | 1910 |
|
|
2014
Q2 | – | Sell |
-5,334
| Closed | -$260K | – | 2106 |
|
|
2014
Q1 | $260K | Hold |
5,334
| – | – | ﹤0.01% | 1581 |
|
|
2013
Q4 | $246K | Hold |
5,334
| – | – | ﹤0.01% | 1580 |
|
|
2013
Q3 | $219K | Hold |
5,334
| – | – | ﹤0.01% | 1581 |
|
|
2013
Q2 | $204K | Buy |
+5,334
| New | +$204K | ﹤0.01% | 1561 |
|