Coyle Financial Counsel’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $408K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $331K | Hold |
|
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $678K | Buy |
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|
2022
Q1 | $364K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $315K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $250K | Buy |
|