CoreCap Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
103
+2
| +2% | +$248 | ﹤0.01% | 1767 |
|
|
2025
Q1 | $11.4K | Buy |
101
+31
| +44% | +$3.49K | ﹤0.01% | 1767 |
|
|
2024
Q4 | $8.73K | Buy |
70
+12
| +21% | +$1.5K | ﹤0.01% | 1824 |
|
|
2024
Q3 | $6.3K | Buy |
58
+27
| +87% | +$2.93K | ﹤0.01% | 1922 |
|
|
2024
Q2 | $3.06K | Sell |
31
-189
| -86% | -$18.6K | ﹤0.01% | 1244 |
|
|
2024
Q1 | $23K | Buy |
+220
| New | +$23K | ﹤0.01% | 1416 |
|
|
2022
Q4 | $81K | Buy |
+958
| New | +$81K | 0.01% | 809 |
|
|
2022
Q3 | – | Sell |
-950
| Closed | -$76K | – | 2124 |
|
|
2022
Q2 | $76K | Buy |
+950
| New | +$76K | 0.01% | 794 |
|
|
2022
Q1 | – | Sell |
-950
| Closed | -$86K | – | 2117 |
|
|
2021
Q4 | $86K | Buy |
+950
| New | +$86K | 0.01% | 808 |
|