Cornerstone Planning Group’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	$7.31K	Sell	58 -55	-49%	-$6.93K	﹤0.01%	629
2025 Q1	$12.2K	Buy	+113	New	+$12.2K	﹤0.01%	520
2023 Q3	–	Sell	-14	Closed	-$1.02K	–	1309
2023 Q2	$1.02K	Buy	+14	New	+$1.02K	﹤0.01%	1347