Crossmark Global Holdings’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 | $424K | Sell |
3,421
-2,402
| -41% | -$298K | 0.01% | 950 |
|
|
2025
Q1 | $655K | Buy |
5,823
+147
| +3% | +$16.5K | 0.01% | 756 |
|
|
2024
Q4 | $708K | Buy |
5,676
+323
| +6% | +$40.3K | 0.01% | 696 |
|
|
2024
Q3 | $581K | Buy |
5,353
+2,132
| +66% | +$231K | 0.01% | 807 |
|
|
2024
Q2 | $318K | Sell |
3,221
-585
| -15% | -$57.8K | 0.01% | 1044 |
|
|
2024
Q1 | $397K | Buy |
3,806
+174
| +5% | +$18.2K | 0.01% | 971 |
|
|
2023
Q4 | $337K | Buy |
3,632
+33
| +0.9% | +$3.06K | 0.01% | 1009 |
|
|
2023
Q3 | $272K | Sell |
3,599
-408
| -10% | -$30.8K | 0.01% | 1065 |
|
|
2023
Q2 | $338K | Sell |
4,007
-684
| -15% | -$57.7K | 0.01% | 1015 |
|
|
2023
Q1 | $342K | Buy |
4,691
+400
| +9% | +$29.2K | 0.01% | 993 |
|
|
2022
Q4 | $363K | Sell |
4,291
-531
| -11% | -$44.9K | 0.01% | 939 |
|
|
2022
Q3 | $393K | Buy |
4,822
+182
| +4% | +$14.8K | 0.01% | 874 |
|
|
2022
Q2 | $372K | Sell |
4,640
-240
| -5% | -$19.2K | 0.01% | 945 |
|
|
2022
Q1 | $453K | Buy |
4,880
+150
| +3% | +$13.9K | 0.01% | 945 |
|
|
2021
Q4 | $430K | Sell |
4,730
-960
| -17% | -$87.3K | 0.01% | 966 |
|
|
2021
Q3 | $457K | Hold |
5,690
| – | – | 0.01% | 965 |
|
|
2021
Q2 | $430K | Sell |
5,690
-310
| -5% | -$23.4K | 0.01% | 1007 |
|
|
2021
Q1 | $455K | Buy |
6,000
+440
| +8% | +$33.4K | 0.01% | 952 |
|
|
2020
Q4 | $340K | Sell |
5,560
-570
| -9% | -$34.9K | 0.01% | 1029 |
|
|
2020
Q3 | $246K | Sell |
6,130
-850
| -12% | -$34.1K | 0.01% | 1128 |
|
|
2020
Q2 | $304K | Buy |
+6,980
| New | +$304K | 0.01% | 1004 |
|
|
2020
Q1 | – | Sell |
-5,370
| Closed | -$381K | – | 1373 |
|
|
2019
Q4 | $381K | Buy |
5,370
+1,103
| +26% | +$78.3K | 0.01% | 975 |
|
|
2019
Q3 | $276K | Sell |
4,267
-300
| -7% | -$19.4K | 0.01% | 1100 |
|
|
2019
Q2 | $334K | Sell |
4,567
-699
| -13% | -$51.1K | 0.01% | 1044 |
|
|
2019
Q1 | $355K | Buy |
5,266
+350
| +7% | +$23.6K | 0.01% | 1022 |
|
|
2018
Q4 | $327K | Sell |
4,916
-580
| -11% | -$38.6K | 0.01% | 1027 |
|
|
2018
Q3 | $467K | Sell |
5,496
-610
| -10% | -$51.8K | 0.01% | 999 |
|
|
2018
Q2 | $532K | Buy |
6,106
+620
| +11% | +$54K | 0.01% | 906 |
|
|
2018
Q1 | $472K | Sell |
5,486
-19
| -0.3% | -$1.64K | 0.01% | 954 |
|
|
2017
Q4 | $453K | Buy |
5,505
+39
| +0.7% | +$3.21K | 0.01% | 1071 |
|
|
2017
Q3 | $428K | Buy |
+5,466
| New | +$428K | 0.01% | 1065 |
|
|
2016
Q3 | $428K | Buy |
+5,466
| New | +$428K | 0.01% | 1065 |
|