Engineers Gate Manager’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
4,379
-472
| -10% | -$58.5K | 0.01% | 1437 |
|
|
2025
Q1 | $546K | Buy |
4,851
+1,713
| +55% | +$193K | 0.01% | 1410 |
|
|
2024
Q4 | $391K | Buy |
3,138
+244
| +8% | +$30.4K | 0.01% | 1582 |
|
|
2024
Q3 | $314K | Buy |
+2,894
| New | +$314K | 0.01% | 1599 |
|
|
2024
Q1 | – | Sell |
-9,663
| Closed | -$896K | – | 2349 |
|
|
2023
Q4 | $896K | Buy |
+9,663
| New | +$896K | 0.03% | 857 |
|
|
2023
Q2 | – | Sell |
-11,444
| Closed | -$835K | – | 2071 |
|
|
2023
Q1 | $835K | Sell |
11,444
-3,683
| -24% | -$269K | 0.03% | 730 |
|
|
2022
Q4 | $1.28M | Buy |
15,127
+11,322
| +298% | +$957K | 0.08% | 350 |
|
|
2022
Q3 | $310K | Sell |
3,805
-3,267
| -46% | -$266K | 0.02% | 1096 |
|
|
2022
Q2 | $567K | Buy |
7,072
+1,209
| +21% | +$96.9K | 0.02% | 1044 |
|
|
2022
Q1 | $545K | Buy |
5,863
+1,883
| +47% | +$175K | 0.02% | 1024 |
|
|
2021
Q4 | $361K | Buy |
+3,980
| New | +$361K | 0.02% | 1275 |
|
|
2021
Q2 | – | Sell |
-4,839
| Closed | -$367K | – | 2068 |
|
|
2021
Q1 | $367K | Sell |
4,839
-2,741
| -36% | -$208K | 0.02% | 1197 |
|
|
2020
Q4 | $463K | Buy |
+7,580
| New | +$463K | 0.02% | 1030 |
|
|
2020
Q2 | – | Sell |
-36,138
| Closed | -$1.19M | – | 2007 |
|
|
2020
Q1 | $1.19M | Sell |
36,138
-19,567
| -35% | -$643K | 0.09% | 362 |
|
|
2019
Q4 | $3.95M | Buy |
55,705
+8,144
| +17% | +$577K | 0.17% | 137 |
|
|
2019
Q3 | $3.07M | Buy |
47,561
+36,759
| +340% | +$2.38M | 0.16% | 194 |
|
|
2019
Q2 | $791K | Buy |
+10,802
| New | +$791K | 0.04% | 583 |
|
|
2015
Q3 | – | Sell |
-13,263
| Closed | -$708K | – | 988 |
|
|
2015
Q2 | $708K | Buy |
13,263
+488
| +4% | +$26.1K | 0.07% | 512 |
|
|
2015
Q1 | $609K | Buy |
12,775
+7,007
| +121% | +$334K | 0.08% | 457 |
|
|
2014
Q4 | $270K | Buy |
+5,768
| New | +$270K | 0.08% | 495 |
|