Engineers Gate Manager’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,379
| Closed | -$543K | – | 2590 |
|
|
2025
Q2 | $543K | Sell |
4,379
-472
| -10% | -$54.1K | 0.01% | 1437 |
|
|
2025
Q1 | $546K | Buy |
4,851
+1,713
| +55% | +$212K | 0.01% | 1410 |
|
|
2024
Q4 | $391K | Buy |
3,138
+244
| +8% | +$30.1K | 0.01% | 1582 |
|
|
2024
Q3 | $314K | Buy |
+2,894
| New | +$302K | 0.01% | 1599 |
|
|
2024
Q1 | – | Sell |
-9,663
| Closed | -$896K | – | 2349 |
|
|
2023
Q4 | $896K | Buy |
+9,663
| New | +$799K | 0.03% | 857 |
|
|
2023
Q2 | – | Sell |
-11,444
| Closed | -$835K | – | 2071 |
|
|
2023
Q1 | $835K | Sell |
11,444
-3,683
| -24% | -$315K | 0.03% | 730 |
|
|
2022
Q4 | $1.28M | Buy |
15,127
+11,322
| +298% | +$1M | 0.08% | 350 |
|
|
2022
Q3 | $310K | Sell |
3,805
-3,267
| -46% | -$277K | 0.02% | 1096 |
|
|
2022
Q2 | $567K | Buy |
7,072
+1,209
| +21% | +$104K | 0.02% | 1044 |
|
|
2022
Q1 | $545K | Buy |
5,863
+1,883
| +47% | +$183K | 0.02% | 1024 |
|
|
2021
Q4 | $361K | Buy |
+3,980
| New | +$355K | 0.02% | 1275 |
|
|
2021
Q2 | – | Sell |
-4,839
| Closed | -$367K | – | 2068 |
|
|
2021
Q1 | $367K | Sell |
4,839
-2,741
| -36% | -$196K | 0.02% | 1197 |
|
|
2020
Q4 | $463K | Buy |
+7,580
| New | +$408K | 0.02% | 1030 |
|
|
2020
Q2 | – | Sell |
-36,138
| Closed | -$1.19M | – | 2007 |
|
|
2020
Q1 | $1.19M | Sell |
36,138
-19,567
| -35% | -$1.09M | 0.09% | 362 |
|
|
2019
Q4 | $3.95M | Buy |
55,705
+8,144
| +17% | +$543K | 0.17% | 137 |
|
|
2019
Q3 | $3.07M | Buy |
47,561
+36,759
| +340% | +$2.44M | 0.16% | 194 |
|
|
2019
Q2 | $791K | Buy |
+10,802
| New | +$789K | 0.04% | 583 |
|
|
2015
Q3 | – | Sell |
-13,263
| Closed | -$708K | – | 988 |
|
|
2015
Q2 | $708K | Buy |
13,263
+488
| +4% | +$24.6K | 0.07% | 512 |
|
|
2015
Q1 | $609K | Buy |
12,775
+7,007
| +121% | +$324K | 0.08% | 457 |
|
|
2014
Q4 | $270K | Buy |
+5,768
| New | +$261K | 0.08% | 495 |
|
Other funds holding WTFC
