Ethic Inc’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 | $449K | Sell |
3,644
-2,242
| -38% | -$276K | 0.01% | 850 |
|
|
2025
Q1 | $662K | Sell |
5,886
-728
| -11% | -$81.9K | 0.01% | 698 |
|
|
2024
Q4 | $825K | Sell |
6,614
-332
| -5% | -$41.4K | 0.02% | 651 |
|
|
2024
Q3 | $725K | Sell |
6,946
-308
| -4% | -$32.2K | 0.02% | 664 |
|
|
2024
Q2 | $715K | Buy |
7,254
+308
| +4% | +$30.4K | 0.02% | 664 |
|
|
2024
Q1 | $725K | Buy |
6,946
+784
| +13% | +$81.8K | 0.02% | 664 |
|
|
2023
Q4 | $572K | Buy |
+6,162
| New | +$572K | 0.02% | 696 |
|