Concurrent Investment Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
10,393
+207
| +2% | +$25.7K | 0.02% | 534 |
|
|
2025
Q1 | $1.15M | Buy |
10,186
+7
| +0.1% | +$787 | 0.03% | 501 |
|
|
2024
Q4 | $1.27M | Sell |
10,179
-62
| -0.6% | -$7.73K | 0.03% | 429 |
|
|
2024
Q3 | $1.11M | Sell |
10,241
-63
| -0.6% | -$6.84K | 0.03% | 428 |
|
|
2024
Q2 | $1.02M | Buy |
10,304
+145
| +1% | +$14.3K | 0.03% | 424 |
|
|
2024
Q1 | $1.06M | Buy |
10,159
+7
| +0.1% | +$731 | 0.04% | 360 |
|
|
2023
Q4 | $942K | Buy |
+10,152
| New | +$942K | 0.04% | 344 |
|