Curi RMB Capital’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 | $12.1M | Buy |
97,883
+24,571
| +34% | +$3.05M | 0.23% | 120 |
|
|
2025
Q1 | $8.24M | Buy |
73,312
+32,048
| +78% | +$3.6M | 0.2% | 147 |
|
|
2024
Q4 | $5.15M | Buy |
+41,264
| New | +$5.15M | 0.12% | 190 |
|
|
2023
Q4 | – | Sell |
-26,200
| Closed | -$1.98M | – | 531 |
|
|
2023
Q3 | $1.98M | Hold |
26,200
| – | – | 0.07% | 223 |
|
|
2023
Q2 | $1.9M | Buy |
26,200
+15,000
| +134% | +$1.09M | 0.06% | 230 |
|
|
2023
Q1 | $817K | Buy |
+11,200
| New | +$817K | 0.03% | 305 |
|
|
2022
Q3 | – | Sell |
-10,231
| Closed | -$820K | – | 490 |
|
|
2022
Q2 | $820K | Buy |
+10,231
| New | +$820K | 0.03% | 299 |
|
|
2022
Q1 | – | Sell |
-2,228
| Closed | -$202K | – | 459 |
|
|
2021
Q4 | $202K | Buy |
+2,228
| New | +$202K | 0.01% | 447 |
|
|
2020
Q4 | – | Sell |
-6,066
| Closed | -$243K | – | 643 |
|
|
2020
Q3 | $243K | Hold |
6,066
| – | – | 0.01% | 532 |
|
|
2020
Q2 | $265K | Buy |
+6,066
| New | +$265K | 0.01% | 494 |
|
|
2020
Q1 | – | Sell |
-6,812
| Closed | -$483K | – | 770 |
|
|
2019
Q4 | $483K | Buy |
6,812
+87
| +1% | +$6.17K | 0.01% | 439 |
|
|
2019
Q3 | $435K | Hold |
6,725
| – | – | 0.01% | 482 |
|
|
2019
Q2 | $492K | Hold |
6,725
| – | – | 0.01% | 518 |
|
|
2019
Q1 | $453K | Sell |
6,725
-525
| -7% | -$35.4K | 0.01% | 561 |
|
|
2018
Q4 | $482K | Buy |
+7,250
| New | +$482K | 0.01% | 617 |
|
|
2018
Q3 | – | Sell |
-3,300
| Closed | -$287K | – | 935 |
|
|
2018
Q2 | $287K | Hold |
3,300
| – | – | 0.01% | 700 |
|
|
2018
Q1 | $284K | Sell |
3,300
-24
| -0.7% | -$2.07K | 0.01% | 715 |
|
|
2017
Q4 | $274K | Buy |
+3,324
| New | +$274K | 0.01% | 716 |
|