Congress Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12M | Sell |
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|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $10.6M | Sell |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $9.76M | Sell |
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|
2024
Q2 | $8.95M | Sell |
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|
2024
Q1 | $9.57M | Sell |
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|
2023
Q4 | $8.72M | Sell |
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|
2023
Q3 | $7.1M | Sell |
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|
2023
Q2 | $6.97M | Buy |
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|
2023
Q1 | $6.92M | Buy |
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|
2022
Q4 | $7.46M | Buy |
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|
2022
Q3 | $7.17M | Sell |
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|
2022
Q2 | $7.15M | Sell |
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|
2022
Q1 | $8.31M | Buy |
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|
2021
Q4 | $7.68M | Buy |
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|
2021
Q3 | $6.79M | Buy |
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|
2021
Q2 | $6.36M | Buy |
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|
2021
Q1 | $5.59M | Buy |
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|
2020
Q4 | $3.73M | Sell |
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|
2020
Q3 | $2.54M | Hold |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $237K | Hold |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $576K | Hold |
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|
2019
Q2 | $652K | Hold |
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|
2019
Q1 | $600K | Sell |
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|
2018
Q4 | $601K | Buy |
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|
2018
Q3 | $757K | Buy |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.83M | Sell |
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|
2017
Q3 | $2.74M | Buy |
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