Envestnet Portfolio Solutions’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 | $522K | Sell |
4,208
-418
| -9% | -$51.8K | ﹤0.01% | 1082 |
|
|
2025
Q1 | $520K | Sell |
4,626
-906
| -16% | -$102K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $690K | Buy |
5,532
+324
| +6% | +$40.4K | ﹤0.01% | 1086 |
|
|
2024
Q3 | $565K | Sell |
5,208
-19
| -0.4% | -$2.06K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $515K | Buy |
5,227
+525
| +11% | +$51.7K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $491K | Buy |
4,702
+691
| +17% | +$72.1K | ﹤0.01% | 1132 |
|
|
2023
Q4 | $372K | Buy |
4,011
+232
| +6% | +$21.5K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $285K | Buy |
+3,779
| New | +$285K | ﹤0.01% | 1253 |
|