EverSource Wealth Advisors’s Wintrust Financial WTFC Stock Holding History

EverSource Wealth Advisors’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$49.6K	Buy
2025 Q1	$9K	Sell
2024 Q4	$11.2K	Buy
2024 Q3	$7.92K	Hold
2024 Q2	$7.9K	Hold
2024 Q1	$7.05K	Sell
2023 Q4	$20.7K	Buy
2023 Q3	$5.51K	Hold
2023 Q2	$5.3K	Buy
2023 Q1	$438	Buy