Edgestream Partners’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 | $2.6M | Buy |
+20,949
| New | +$2.6M | 0.07% | 469 |
|
|
2025
Q1 | – | Sell |
-8,098
| Closed | -$1.01M | – | 1109 |
|
|
2024
Q4 | $1.01M | Sell |
8,098
-15,529
| -66% | -$1.94M | 0.04% | 567 |
|
|
2024
Q3 | $2.56M | Buy |
+23,627
| New | +$2.56M | 0.11% | 329 |
|
|
2024
Q1 | – | Sell |
-21,844
| Closed | -$2.03M | – | 1043 |
|
|
2023
Q4 | $2.03M | Buy |
+21,844
| New | +$2.03M | 0.15% | 235 |
|