Coppell Advisory Solutions’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 |
-84
| Closed | -$10.5K | – | 1891 |
|
|
2024
Q4 | $10.5K | Buy |
+84
| New | +$10.5K | ﹤0.01% | 1093 |
|
|
2023
Q4 | $20.3K | Sell |
219
-305
| -58% | -$28.3K | ﹤0.01% | 730 |
|
|
2023
Q3 | $44.3K | Buy |
+524
| New | +$44.3K | 0.02% | 355 |
|
|
2023
Q1 | – | Sell |
-524
| Closed | -$44.3K | – | 1095 |
|
|
2022
Q4 | $44.3K | Buy |
+524
| New | +$44.3K | 0.02% | 357 |
|