DHJJ Financial 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 | $128K | Hold |
1,033
| – | – | 0.05% | 213 |
|
|
2025
Q1 | $116K | Hold |
1,033
| – | – | 0.05% | 206 |
|
|
2024
Q4 | $129K | Hold |
1,033
| – | – | 0.05% | 193 |
|
|
2024
Q3 | $112K | Buy |
1,033
+545
| +112% | +$59.1K | 0.04% | 204 |
|
|
2024
Q2 | $48.1K | Hold |
488
| – | – | 0.02% | 272 |
|
|
2024
Q1 | $50.9K | Buy |
488
+201
| +70% | +$21K | 0.02% | 261 |
|
|
2023
Q4 | $26.6K | Hold |
287
| – | – | 0.01% | 331 |
|
|
2023
Q3 | $21.7K | Buy |
+287
| New | +$21.7K | 0.01% | 351 |
|