Corient Private Wealth’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 | $1.89M | Buy |
15,205
+7,417
| +95% | +$920K | ﹤0.01% | 1126 |
|
|
2025
Q1 | $876K | Sell |
7,788
-1,152
| -13% | -$130K | ﹤0.01% | 1328 |
|
|
2024
Q4 | $1.11M | Sell |
8,940
-1,223
| -12% | -$153K | ﹤0.01% | 1273 |
|
|
2024
Q3 | $1.1M | Buy |
10,163
+5,323
| +110% | +$578K | ﹤0.01% | 1335 |
|
|
2024
Q2 | $477K | Buy |
4,840
+12
| +0.2% | +$1.18K | ﹤0.01% | 1662 |
|
|
2024
Q1 | $504K | Sell |
4,828
-1,009
| -17% | -$105K | ﹤0.01% | 1619 |
|
|
2023
Q4 | $541K | Buy |
+5,837
| New | +$541K | ﹤0.01% | 1577 |
|