Congress Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
91,117
-3,028
| -3% | -$375K | 0.08% | 184 |
|
|
2025
Q1 | $10.6M | Sell |
94,145
-193
| -0.2% | -$21.7K | 0.08% | 187 |
|
|
2024
Q4 | $11.8M | Buy |
94,338
+4,410
| +5% | +$550K | 0.08% | 186 |
|
|
2024
Q3 | $9.76M | Sell |
89,928
-885
| -1% | -$96K | 0.07% | 189 |
|
|
2024
Q2 | $8.95M | Sell |
90,813
-868
| -0.9% | -$85.6K | 0.06% | 193 |
|
|
2024
Q1 | $9.57M | Sell |
91,681
-2,338
| -2% | -$244K | 0.07% | 183 |
|
|
2023
Q4 | $8.72M | Sell |
94,019
-76
| -0.1% | -$7.05K | 0.07% | 185 |
|
|
2023
Q3 | $7.1M | Sell |
94,095
-1,822
| -2% | -$138K | 0.06% | 187 |
|
|
2023
Q2 | $6.97M | Buy |
95,917
+1,008
| +1% | +$73.2K | 0.06% | 194 |
|
|
2023
Q1 | $6.92M | Buy |
94,909
+6,633
| +8% | +$484K | 0.06% | 187 |
|
|
2022
Q4 | $7.46M | Buy |
88,276
+301
| +0.3% | +$25.4K | 0.07% | 178 |
|
|
2022
Q3 | $7.17M | Sell |
87,975
-1,269
| -1% | -$103K | 0.08% | 173 |
|
|
2022
Q2 | $7.15M | Sell |
89,244
-166
| -0.2% | -$13.3K | 0.07% | 181 |
|
|
2022
Q1 | $8.31M | Buy |
89,410
+4,889
| +6% | +$454K | 0.07% | 182 |
|
|
2021
Q4 | $7.68M | Buy |
84,521
+24
| +0% | +$2.18K | 0.06% | 189 |
|
|
2021
Q3 | $6.79M | Buy |
84,497
+476
| +0.6% | +$38.3K | 0.05% | 200 |
|
|
2021
Q2 | $6.36M | Buy |
84,021
+10,267
| +14% | +$777K | 0.05% | 197 |
|
|
2021
Q1 | $5.59M | Buy |
73,754
+12,775
| +21% | +$968K | 0.05% | 207 |
|
|
2020
Q4 | $3.73M | Sell |
60,979
-2,350
| -4% | -$144K | 0.04% | 206 |
|
|
2020
Q3 | $2.54M | Hold |
63,329
| – | – | 0.03% | 217 |
|
|
2020
Q2 | $2.76M | Buy |
63,329
+56,110
| +777% | +$2.45M | 0.03% | 208 |
|
|
2020
Q1 | $237K | Hold |
7,219
| – | – | ﹤0.01% | 314 |
|
|
2019
Q4 | $512K | Sell |
7,219
-1,695
| -19% | -$120K | 0.01% | 304 |
|
|
2019
Q3 | $576K | Hold |
8,914
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $652K | Hold |
8,914
| – | – | 0.01% | 313 |
|
|
2019
Q1 | $600K | Sell |
8,914
-129
| -1% | -$8.68K | 0.01% | 313 |
|
|
2018
Q4 | $601K | Buy |
9,043
+130
| +1% | +$8.64K | 0.01% | 323 |
|
|
2018
Q3 | $757K | Buy |
8,913
+940
| +12% | +$79.8K | 0.01% | 322 |
|
|
2018
Q2 | $694K | Sell |
7,973
-27,054
| -77% | -$2.35M | 0.01% | 322 |
|
|
2018
Q1 | $3.01M | Buy |
35,027
+652
| +2% | +$56.1K | 0.04% | 230 |
|
|
2017
Q4 | $2.83M | Sell |
34,375
-605
| -2% | -$49.8K | 0.04% | 229 |
|
|
2017
Q3 | $2.74M | Buy |
+34,980
| New | +$2.74M | 0.04% | 229 |
|