Creative Planning’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 | $2.03M | Buy |
16,336
+2,476
| +18% | +$307K | ﹤0.01% | 1301 |
|
|
2025
Q1 | $1.56M | Buy |
13,860
+1,086
| +9% | +$122K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $1.59M | Sell |
12,774
-567
| -4% | -$70.7K | ﹤0.01% | 1287 |
|
|
2024
Q3 | $1.45M | Buy |
13,341
+2,375
| +22% | +$258K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $1.08M | Buy |
10,966
+1,200
| +12% | +$118K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $1.02M | Buy |
9,766
+322
| +3% | +$33.6K | ﹤0.01% | 1327 |
|
|
2023
Q4 | $876K | Buy |
9,444
+3,254
| +53% | +$302K | ﹤0.01% | 1301 |
|
|
2023
Q3 | $467K | Sell |
6,190
-584
| -9% | -$44.1K | ﹤0.01% | 1606 |
|
|
2023
Q2 | $492K | Buy |
6,774
+3,214
| +90% | +$233K | ﹤0.01% | 1554 |
|
|
2023
Q1 | $260K | Buy |
+3,560
| New | +$260K | ﹤0.01% | 1914 |
|
|
2022
Q4 | – | Sell |
-2,888
| Closed | -$236K | – | 2483 |
|
|
2022
Q3 | $236K | Buy |
+2,888
| New | +$236K | ﹤0.01% | 1785 |
|
|
2022
Q2 | – | Sell |
-40
| Closed | -$4K | – | 2440 |
|
|
2022
Q1 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 2218 |
|
|
2021
Q2 | – | Sell |
-21,219
| Closed | -$1.61M | – | 2349 |
|
|
2021
Q1 | $1.61M | Sell |
21,219
-198
| -0.9% | -$15K | ﹤0.01% | 806 |
|
|
2020
Q4 | $1.31M | Buy |
21,417
+198
| +0.9% | +$12.1K | ﹤0.01% | 821 |
|
|
2020
Q3 | $850K | Sell |
21,219
-10
| -0% | -$401 | ﹤0.01% | 862 |
|
|
2020
Q2 | $926K | Sell |
21,229
-1,587
| -7% | -$69.2K | ﹤0.01% | 761 |
|
|
2020
Q1 | $750K | Buy |
22,816
+708
| +3% | +$23.3K | ﹤0.01% | 752 |
|
|
2019
Q4 | $1.57M | Buy |
22,108
+1,122
| +5% | +$79.5K | ﹤0.01% | 600 |
|
|
2019
Q3 | $1.36M | Sell |
20,986
-153
| -0.7% | -$9.89K | ﹤0.01% | 628 |
|
|
2019
Q2 | $1.55M | Buy |
21,139
+150
| +0.7% | +$11K | 0.01% | 576 |
|
|
2019
Q1 | $1.41M | Buy |
20,989
+1,704
| +9% | +$115K | 0.01% | 591 |
|
|
2018
Q4 | $1.28M | Sell |
19,285
-3,495
| -15% | -$232K | 0.01% | 564 |
|
|
2018
Q3 | $1.94M | Hold |
22,780
| – | – | 0.01% | 486 |
|
|
2018
Q2 | $1.98M | Sell |
22,780
-1
| -0% | -$87 | 0.01% | 475 |
|
|
2018
Q1 | $1.96M | Buy |
22,781
+1,896
| +9% | +$163K | 0.01% | 466 |
|
|
2017
Q4 | $1.72M | Sell |
20,885
-366
| -2% | -$30.1K | 0.01% | 502 |
|
|
2017
Q3 | $1.66M | Buy |
21,251
+4,038
| +23% | +$316K | 0.01% | 522 |
|
|
2017
Q2 | $1.32M | Buy |
17,213
+1,112
| +7% | +$85K | 0.01% | 572 |
|
|
2017
Q1 | $1.11M | Buy |
16,101
+2,681
| +20% | +$185K | 0.01% | 617 |
|
|
2016
Q4 | $974K | Buy |
13,420
+280
| +2% | +$20.3K | 0.01% | 633 |
|
|
2016
Q3 | $730K | Hold |
13,140
| – | – | ﹤0.01% | 724 |
|
|
2016
Q2 | $670K | Buy |
13,140
+931
| +8% | +$47.5K | ﹤0.01% | 654 |
|
|
2016
Q1 | $541K | Buy |
12,209
+279
| +2% | +$12.4K | ﹤0.01% | 713 |
|
|
2015
Q4 | $579K | Sell |
11,930
-143
| -1% | -$6.94K | ﹤0.01% | 693 |
|
|
2015
Q3 | $645K | Buy |
12,073
+141
| +1% | +$7.53K | 0.01% | 641 |
|
|
2015
Q2 | $637K | Buy |
11,932
+552
| +5% | +$29.5K | 0.01% | 596 |
|
|
2015
Q1 | $543K | Buy |
+11,380
| New | +$543K | 0.01% | 702 |
|
|
2014
Q1 | – | Sell |
-76
| Closed | -$4K | – | 3658 |
|
|
2013
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 2932 |
|
|
2013
Q3 | $3K | Sell |
76
-150
| -66% | -$5.92K | ﹤0.01% | 2920 |
|
|
2013
Q2 | $9K | Buy |
+226
| New | +$9K | ﹤0.01% | 2329 |
|