Farther Finance Advisors’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 | $74.5K | Buy |
601
+102
| +20% | +$12.6K | ﹤0.01% | 1906 |
|
|
2025
Q1 | $56.2K | Buy |
499
+39
| +8% | +$4.39K | ﹤0.01% | 1835 |
|
|
2024
Q4 | $57.4K | Buy |
460
+9
| +2% | +$1.12K | ﹤0.01% | 1587 |
|
|
2024
Q3 | $49K | Buy |
451
+85
| +23% | +$9.23K | ﹤0.01% | 1670 |
|
|
2024
Q2 | $36.4K | Buy |
366
+344
| +1,564% | +$34.2K | ﹤0.01% | 1540 |
|
|
2024
Q1 | $2.27K | Buy |
22
+7
| +47% | +$722 | ﹤0.01% | 2434 |
|
|
2023
Q4 | $1.39K | Buy |
15
+6
| +67% | +$556 | ﹤0.01% | 2592 |
|
|
2023
Q3 | $680 | Hold |
9
| – | – | ﹤0.01% | 2185 |
|
|
2023
Q2 | $654 | Hold |
9
| – | – | ﹤0.01% | 2073 |
|
|
2023
Q1 | $657 | Hold |
9
| – | – | ﹤0.01% | 1937 |
|
|
2022
Q4 | $761 | Buy |
+9
| New | +$761 | ﹤0.01% | 1718 |
|