Freedom Investment 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 | $676K | Sell |
5,454
-356
| -6% | -$44.1K | 0.05% | 359 |
|
|
2025
Q1 | $653K | Buy |
5,810
+31
| +0.5% | +$3.49K | 0.05% | 349 |
|
|
2024
Q4 | $721K | Sell |
5,779
-127
| -2% | -$15.8K | 0.06% | 319 |
|
|
2024
Q3 | $641K | Sell |
5,906
-351
| -6% | -$38.1K | 0.05% | 350 |
|
|
2024
Q2 | $617K | Buy |
6,257
+44
| +0.7% | +$4.34K | 0.05% | 364 |
|
|
2024
Q1 | $649K | Buy |
+6,213
| New | +$649K | 0.05% | 368 |
|
|
2023
Q2 | – | Sell |
-3,778
| Closed | -$276K | – | 783 |
|
|
2023
Q1 | $276K | Buy |
3,778
+367
| +11% | +$26.8K | 0.03% | 574 |
|
|
2022
Q4 | $288K | Sell |
3,411
-275
| -7% | -$23.2K | 0.03% | 589 |
|
|
2022
Q3 | $301K | Buy |
3,686
+283
| +8% | +$23.1K | 0.03% | 568 |
|
|
2022
Q2 | $273K | Buy |
3,403
+1,033
| +44% | +$82.8K | 0.03% | 605 |
|
|
2022
Q1 | $220K | Sell |
2,370
-2,569
| -52% | -$238K | 0.02% | 709 |
|
|
2021
Q4 | $449K | Sell |
4,939
-437
| -8% | -$39.7K | 0.03% | 556 |
|
|
2021
Q3 | $432K | Buy |
5,376
+167
| +3% | +$13.4K | 0.03% | 544 |
|
|
2021
Q2 | $394K | Buy |
5,209
+33
| +0.6% | +$2.5K | 0.03% | 613 |
|
|
2021
Q1 | $392K | Buy |
+5,176
| New | +$392K | 0.03% | 602 |
|
|
2019
Q1 | – | Sell |
-15,006
| Closed | -$998K | – | 793 |
|
|
2018
Q4 | $998K | Sell |
15,006
-653
| -4% | -$43.4K | 0.08% | 266 |
|
|
2018
Q3 | $1.4M | Buy |
15,659
+348
| +2% | +$31K | 0.09% | 230 |
|
|
2018
Q2 | $1.33M | Buy |
+15,311
| New | +$1.33M | 0.08% | 268 |
|