First Horizon 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 | $85.5K | Buy |
689
+86
| +14% | +$10.7K | ﹤0.01% | 770 |
|
2025
Q1 | $67.8K | Buy |
603
+37
| +7% | +$4.16K | ﹤0.01% | 808 |
|
2024
Q4 | $70.7K | Buy |
566
+20
| +4% | +$2.5K | ﹤0.01% | 811 |
|
2024
Q3 | $59.4K | Buy |
546
+31
| +6% | +$3.37K | ﹤0.01% | 910 |
|
2024
Q2 | $50.8K | Buy |
515
+33
| +7% | +$3.25K | ﹤0.01% | 912 |
|
2024
Q1 | $50.3K | Buy |
482
+319
| +196% | +$33.3K | ﹤0.01% | 938 |
|
2023
Q4 | $15.1K | Hold |
163
| – | – | ﹤0.01% | 1435 |
|
2023
Q3 | $12.3K | Sell |
163
-20
| -11% | -$1.51K | ﹤0.01% | 1437 |
|
2023
Q2 | $13.3K | Hold |
183
| – | – | ﹤0.01% | 1432 |
|
2023
Q1 | $13.4K | Sell |
183
-70
| -28% | -$5.11K | ﹤0.01% | 1434 |
|
2022
Q4 | $21.4K | Buy |
253
+8
| +3% | +$676 | ﹤0.01% | 1231 |
|
2022
Q3 | $19K | Sell |
245
-108
| -31% | -$8.38K | ﹤0.01% | 1257 |
|
2022
Q2 | $27K | Buy |
353
+60
| +20% | +$4.59K | ﹤0.01% | 1184 |
|
2022
Q1 | $27K | Buy |
293
+102
| +53% | +$9.4K | ﹤0.01% | 814 |
|
2021
Q4 | $17K | Hold |
191
| – | – | ﹤0.01% | 1341 |
|
2021
Q3 | $14K | Buy |
191
+142
| +290% | +$10.4K | ﹤0.01% | 1417 |
|
2021
Q2 | $3K | Buy |
49
+22
| +81% | +$1.35K | ﹤0.01% | 1704 |
|
2021
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1712 |
|