EverSource Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Buy |
400
+320
| +400% | +$39.7K | ﹤0.01% | 1617 |
|
|
2025
Q1 | $9K | Sell |
80
-10
| -11% | -$1.13K | ﹤0.01% | 2160 |
|
|
2024
Q4 | $11.2K | Buy |
90
+17
| +23% | +$2.12K | ﹤0.01% | 1928 |
|
|
2024
Q3 | $7.92K | Hold |
73
| – | – | ﹤0.01% | 1992 |
|
|
2024
Q2 | $7.9K | Hold |
73
| – | – | ﹤0.01% | 1994 |
|
|
2024
Q1 | $7.06K | Sell |
73
-150
| -67% | -$14.5K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $20.7K | Buy |
223
+150
| +205% | +$13.9K | ﹤0.01% | 1216 |
|
|
2023
Q3 | $5.51K | Hold |
73
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q2 | $5.3K | Buy |
73
+67
| +1,117% | +$4.87K | ﹤0.01% | 1712 |
|
|
2023
Q1 | $438 | Buy |
+6
| New | +$438 | ﹤0.01% | 2249 |
|