Concourse Financial Group Securities’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 |
-1,242
| Closed | -$166K | – | 8434 |
|
|
2024
Q4 | $166K | Buy |
1,242
+995
| +403% | +$133K | 0.01% | 788 |
|
|
2024
Q3 | $26.8K | Sell |
247
-13
| -5% | -$1.41K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $25.6K | Buy |
260
+78
| +43% | +$7.69K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $19K | Buy |
182
+10
| +6% | +$1.04K | ﹤0.01% | 1518 |
|
|
2023
Q4 | $16K | Buy |
172
+30
| +21% | +$2.78K | ﹤0.01% | 1545 |
|
|
2023
Q3 | $10.7K | Buy |
142
+54
| +61% | +$4.08K | ﹤0.01% | 1624 |
|
|
2023
Q2 | $6.39K | Sell |
88
-6
| -6% | -$436 | ﹤0.01% | 1777 |
|
|
2023
Q1 | $6.86K | Buy |
94
+11
| +13% | +$802 | ﹤0.01% | 1779 |
|
|
2022
Q4 | $7.02K | Sell |
83
-61
| -42% | -$5.16K | ﹤0.01% | 1756 |
|
|
2022
Q3 | $12K | Buy |
144
+5
| +4% | +$417 | ﹤0.01% | 1447 |
|
|
2022
Q2 | $11K | Sell |
139
-71
| -34% | -$5.62K | ﹤0.01% | 1649 |
|
|
2022
Q1 | $20K | Buy |
210
+148
| +239% | +$14.1K | ﹤0.01% | 1491 |
|
|
2021
Q4 | $6K | Buy |
62
+6
| +11% | +$581 | ﹤0.01% | 2011 |
|
|
2021
Q3 | $5K | Buy |
56
+14
| +33% | +$1.25K | ﹤0.01% | 2088 |
|
|
2021
Q2 | $3K | Buy |
42
+5
| +14% | +$357 | ﹤0.01% | 2152 |
|
|
2021
Q1 | $3K | Sell |
37
-18
| -33% | -$1.46K | ﹤0.01% | 2087 |
|
|
2020
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2052 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6134 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5980 |
|
|
2020
Q1 | – | Sell |
-43
| Closed | -$3K | – | 5900 |
|
|
2019
Q4 | $3K | Sell |
43
-224
| -84% | -$15.6K | ﹤0.01% | 1818 |
|
|
2019
Q3 | $17K | Sell |
267
-1,250
| -82% | -$79.6K | ﹤0.01% | 1012 |
|
|
2019
Q2 | $111K | Buy |
1,517
+1,474
| +3,428% | +$108K | 0.01% | 638 |
|
|
2019
Q1 | $2K | Sell |
43
-89
| -67% | -$4.14K | ﹤0.01% | 2075 |
|
|
2018
Q4 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 1508 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5332 |
|