Forum Financial Management’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 | $790K | Buy |
6,374
+280
| +5% | +$34.7K | 0.01% | 258 |
|
|
2025
Q1 | $685K | Sell |
6,094
-35
| -0.6% | -$3.94K | 0.01% | 279 |
|
|
2024
Q4 | $764K | Buy |
6,129
+64
| +1% | +$7.98K | 0.01% | 258 |
|
|
2024
Q3 | $658K | Buy |
6,065
+166
| +3% | +$18K | 0.01% | 257 |
|
|
2024
Q2 | $581K | Sell |
5,899
-4,997
| -46% | -$493K | 0.01% | 266 |
|
|
2024
Q1 | $1.14M | Hold |
10,896
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $1.01M | Buy |
10,896
+344
| +3% | +$31.9K | 0.02% | 163 |
|
|
2023
Q3 | $797K | Hold |
10,552
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $766K | Hold |
10,552
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $770K | Buy |
10,552
+75
| +0.7% | +$5.47K | 0.02% | 178 |
|
|
2022
Q4 | $886K | Hold |
10,477
| – | – | 0.03% | 150 |
|
|
2022
Q3 | $854K | Buy |
10,477
+3,488
| +50% | +$284K | 0.04% | 131 |
|
|
2022
Q2 | $560K | Sell |
6,989
-118
| -2% | -$9.46K | 0.03% | 207 |
|
|
2022
Q1 | $660K | Buy |
7,107
+119
| +2% | +$11.1K | 0.03% | 192 |
|
|
2021
Q4 | $635K | Buy |
+6,988
| New | +$635K | 0.03% | 195 |
|