Concord Wealth Partners’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$1.5K | – | 986 |
|
|
2024
Q4 | $1.5K | Hold |
12
| – | – | ﹤0.01% | 738 |
|
|
2024
Q3 | $1.3K | Buy |
+12
| New | +$1.3K | ﹤0.01% | 795 |
|
|
2024
Q2 | – | Sell |
-250
| Closed | -$26.1K | – | 916 |
|
|
2024
Q1 | $26.1K | Buy |
+250
| New | +$26.1K | ﹤0.01% | 452 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 1407 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1277 |
|