Continuum Advisory’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 | – | Sell |
-40
| Closed | -$4.5K | – | 1591 |
|
|
2025
Q1 | $4.5K | Sell |
40
-3
| -7% | -$337 | ﹤0.01% | 1133 |
|
|
2024
Q4 | $5.36K | Buy |
43
+9
| +26% | +$1.12K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $4.45K | Buy |
34
+12
| +55% | +$1.57K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $2.17K | Sell |
22
-7
| -24% | -$690 | ﹤0.01% | 1278 |
|
|
2024
Q1 | $2.92K | Buy |
+29
| New | +$2.92K | ﹤0.01% | 1190 |
|