CFCI
Comprehensive Financial Consultants Institutional’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,889
| Closed | -$1.07M | – | 177 |
|
|
2024
Q3 | $1.07M | Sell |
9,889
-576
| -6% | -$62.5K | 0.39% | 87 |
|
|
2024
Q2 | $1.03M | Buy |
10,465
+767
| +8% | +$75.6K | 0.4% | 85 |
|
|
2024
Q1 | $1.01M | Buy |
9,698
+488
| +5% | +$50.9K | 0.42% | 82 |
|
|
2023
Q4 | $854K | Buy |
9,210
+828
| +10% | +$76.8K | 0.4% | 89 |
|
|
2023
Q3 | $633K | Buy |
8,382
+2,868
| +52% | +$217K | 0.33% | 97 |
|
|
2023
Q2 | $428K | Buy |
5,514
+626
| +13% | +$48.5K | 0.23% | 111 |
|
|
2023
Q1 | $357K | Buy |
4,888
+779
| +19% | +$56.8K | 0.2% | 120 |
|
|
2022
Q4 | $359K | Buy |
4,109
+1,424
| +53% | +$124K | 0.22% | 119 |
|
|
2022
Q3 | $246K | Sell |
2,685
-167
| -6% | -$15.3K | 0.16% | 137 |
|
|
2022
Q2 | $227K | Sell |
2,852
-89
| -3% | -$7.08K | 0.16% | 140 |
|
|
2022
Q1 | $254K | Sell |
2,941
-84
| -3% | -$7.26K | 0.18% | 140 |
|
|
2021
Q4 | $298K | Buy |
+3,025
| New | +$298K | 0.19% | 120 |
|