Forum Financial Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $863K | Buy |
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|
2025
Q2 | $790K | Buy |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $1.14M | Hold |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $797K | Hold |
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|
2023
Q2 | $766K | Hold |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q4 | $886K | Hold |
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|
2022
Q3 | $854K | Buy |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $660K | Buy |
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|
2021
Q4 | $635K | Buy |
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