GeoWealth 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	$109K	Buy	+883	New	+$109K	﹤0.01%	793
2025 Q1	–	Sell	-493	Closed	-$61.5K	–	1799
2024 Q4	$61.5K	Sell	493 -39	-7%	-$4.86K	﹤0.01%	1091
2024 Q3	$57.7K	Buy	+532	New	+$57.7K	﹤0.01%	1028