Freedom Investment 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	–	Sell	-5,454	Closed	-$676K	–	717
2025 Q2	$676K	Sell	5,454 -356	-6%	-$40.8K	0.05%	359
2025 Q1	$653K	Buy	5,810 +31	+0.5%	+$3.83K	0.05%	349
2024 Q4	$721K	Sell	5,779 -127	-2%	-$15.7K	0.06%	319
2024 Q3	$641K	Sell	5,906 -351	-6%	-$36.6K	0.05%	350
2024 Q2	$617K	Buy	6,257 +44	+0.7%	+$4.31K	0.05%	364
2024 Q1	$649K	Buy	+6,213	New	+$600K	0.05%	368
2023 Q2	–	Sell	-3,778	Closed	-$276K	–	783
2023 Q1	$276K	Buy	3,778 +367	+11%	+$31.4K	0.03%	574
2022 Q4	$288K	Sell	3,411 -275	-7%	-$24.3K	0.03%	589
2022 Q3	$301K	Buy	3,686 +283	+8%	+$24K	0.03%	568
2022 Q2	$273K	Buy	3,403 +1,033	+44%	+$88.9K	0.03%	605
2022 Q1	$220K	Sell	2,370 -2,569	-52%	-$250K	0.02%	709
2021 Q4	$449K	Sell	4,939 -437	-8%	-$39K	0.03%	556
2021 Q3	$432K	Buy	5,376 +167	+3%	+$12.3K	0.03%	544
2021 Q2	$394K	Buy	5,209 +33	+0.6%	+$2.58K	0.03%	613
2021 Q1	$392K	Buy	+5,176	New	+$370K	0.03%	602
2019 Q1	–	Sell	-15,006	Closed	-$998K	–	793
2018 Q4	$998K	Sell	15,006 -653	-4%	-$49.6K	0.08%	266
2018 Q3	$1.4M	Buy	15,659 +348	+2%	+$31K	0.09%	230
2018 Q2	$1.33M	Buy	+15,311	New	+$1.41M	0.08%	268