Commonwealth Equity Services’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 | $1.4M | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $893K | Buy |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $649 | Buy |
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|
2022
Q4 | $739K | Buy |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $970K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $789K | Sell |
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|
2021
Q3 | $703K | Sell |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $1.16M | Sell |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.17M | Sell |
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|
2019
Q4 | $2.62M | Buy |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $731K | Buy |
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|
2019
Q1 | $662K | Buy |
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|
2018
Q4 | $545K | Buy |
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|
2018
Q3 | $681K | Buy |
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|
2018
Q2 | $626K | Buy |
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|
2018
Q1 | $299K | Sell |
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|
2017
Q4 | $326K | Sell |
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|
2017
Q3 | $322K | Hold |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $285K | Hold |
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|
2016
Q3 | $218K | Hold |
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|
2016
Q2 | $200K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $205K | Hold |
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|
2015
Q2 | $205K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $260K | Hold |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $219K | Hold |
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|
2013
Q2 | $204K | Buy |
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