Dana Investment Advisors’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 | $1.75M | Sell |
14,123
-758
| -5% | -$94K | 0.06% | 305 |
|
|
2025
Q1 | $1.67M | Buy |
14,881
+66
| +0.4% | +$7.42K | 0.06% | 301 |
|
|
2024
Q4 | $1.85M | Sell |
14,815
-1,353
| -8% | -$169K | 0.06% | 302 |
|
|
2024
Q3 | $1.75M | Buy |
16,168
+64
| +0.4% | +$6.95K | 0.06% | 310 |
|
|
2024
Q2 | $1.59M | Sell |
16,104
-24
| -0.1% | -$2.37K | 0.05% | 325 |
|
|
2024
Q1 | $1.68M | Sell |
16,128
-2,646
| -14% | -$276K | 0.06% | 310 |
|
|
2023
Q4 | $1.74M | Sell |
18,774
-574
| -3% | -$53.2K | 0.08% | 170 |
|
|
2023
Q3 | $1.46M | Sell |
19,348
-3,056
| -14% | -$231K | 0.07% | 184 |
|
|
2023
Q2 | $1.63M | Sell |
22,404
-341
| -1% | -$24.8K | 0.08% | 180 |
|
|
2023
Q1 | $1.66M | Buy |
22,745
+187
| +0.8% | +$13.6K | 0.08% | 167 |
|
|
2022
Q4 | $1.91M | Buy |
22,558
+3,040
| +16% | +$257K | 0.1% | 137 |
|
|
2022
Q3 | $1.59M | Sell |
19,518
-195
| -1% | -$15.9K | 0.09% | 145 |
|
|
2022
Q2 | $1.58M | Buy |
19,713
+5,782
| +42% | +$463K | 0.08% | 161 |
|
|
2022
Q1 | $1.3M | Sell |
13,931
-754
| -5% | -$70.1K | 0.06% | 194 |
|
|
2021
Q4 | $1.33M | Sell |
14,685
-812
| -5% | -$73.8K | 0.06% | 196 |
|
|
2021
Q3 | $1.25M | Sell |
15,497
-610
| -4% | -$49K | 0.06% | 195 |
|
|
2021
Q2 | $1.22M | Sell |
16,107
-1,739
| -10% | -$132K | 0.05% | 199 |
|
|
2021
Q1 | $1.35M | Sell |
17,846
-4,004
| -18% | -$304K | 0.06% | 195 |
|
|
2020
Q4 | $1.34M | Sell |
21,850
-5,867
| -21% | -$358K | 0.07% | 190 |
|
|
2020
Q3 | $1.11M | Sell |
27,717
-5,299
| -16% | -$212K | 0.06% | 191 |
|
|
2020
Q2 | $1.44M | Buy |
+33,016
| New | +$1.44M | 0.08% | 159 |
|
|
2020
Q1 | – | Sell |
-34,213
| Closed | -$2.43M | – | 322 |
|
|
2019
Q4 | $2.43M | Sell |
34,213
-187,543
| -85% | -$13.3M | 0.12% | 111 |
|
|
2019
Q3 | $14.3M | Buy |
221,756
+10,251
| +5% | +$663K | 0.73% | 52 |
|
|
2019
Q2 | $15.5M | Buy |
211,505
+179,281
| +556% | +$13.1M | 0.76% | 47 |
|
|
2019
Q1 | $2.17M | Sell |
32,224
-1,893
| -6% | -$127K | 0.1% | 133 |
|
|
2018
Q4 | $2.27M | Buy |
+34,117
| New | +$2.27M | 0.12% | 122 |
|