Covestor’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 | $62K | Buy |
499
+141
| +39% | +$17.5K | 0.04% | 802 |
|
|
2025
Q1 | $40K | Sell |
358
-280
| -44% | -$31.3K | 0.03% | 931 |
|
|
2024
Q4 | $80K | Sell |
638
-15
| -2% | -$1.88K | 0.05% | 652 |
|
|
2024
Q3 | $71K | Buy |
653
+286
| +78% | +$31.1K | 0.04% | 717 |
|
|
2024
Q2 | $36K | Sell |
367
-518
| -59% | -$50.8K | 0.02% | 993 |
|
|
2024
Q1 | $92K | Sell |
885
-161
| -15% | -$16.7K | 0.06% | 599 |
|
|
2023
Q4 | $97K | Buy |
1,046
+6
| +0.6% | +$556 | 0.07% | 515 |
|
|
2023
Q3 | $79K | Buy |
1,040
+195
| +23% | +$14.8K | 0.06% | 559 |
|
|
2023
Q2 | $61K | Buy |
845
+380
| +82% | +$27.4K | 0.05% | 698 |
|
|
2023
Q1 | $34K | Buy |
465
+368
| +379% | +$26.9K | 0.03% | 860 |
|
|
2022
Q4 | $8K | Sell |
97
-131
| -57% | -$10.8K | 0.01% | 1442 |
|
|
2022
Q3 | $19K | Buy |
228
+72
| +46% | +$6K | 0.02% | 1016 |
|
|
2022
Q2 | $13K | Sell |
156
-2
| -1% | -$167 | 0.01% | 1121 |
|
|
2022
Q1 | $15K | Sell |
158
-8
| -5% | -$759 | 0.01% | 1161 |
|
|
2021
Q4 | $15K | Buy |
+166
| New | +$15K | 0.02% | 924 |
|