Comprehensive Financial Consultants Institutional’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,889	Closed	-$1.07M	–	177
2024 Q3	$1.07M	Sell	9,889 -576	-6%	-$60.1K	0.39%	87
2024 Q2	$1.03M	Buy	10,465 +767	+8%	+$75.1K	0.4%	85
2024 Q1	$1.01M	Buy	9,698 +488	+5%	+$47.1K	0.42%	82
2023 Q4	$854K	Buy	9,210 +828	+10%	+$68.4K	0.4%	89
2023 Q3	$633K	Buy	8,382 +2,868	+52%	+$226K	0.33%	97
2023 Q2	$428K	Buy	5,514 +626	+13%	+$42.7K	0.23%	111
2023 Q1	$357K	Buy	4,888 +779	+19%	+$66.6K	0.2%	120
2022 Q4	$359K	Buy	4,109 +1,424	+53%	+$126K	0.22%	121
2022 Q3	$246K	Sell	2,685 -167	-6%	-$14.2K	0.16%	137
2022 Q2	$227K	Sell	2,852 -89	-3%	-$7.66K	0.16%	140
2022 Q1	$254K	Sell	2,941 -84	-3%	-$8.18K	0.18%	140
2021 Q4	$298K	Buy	+3,025	New	+$270K	0.19%	120