Greenleaf Trust’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 | $465K | Sell |
3,752
-2,078
| -36% | -$258K | ﹤0.01% | 507 |
|
|
2025
Q1 | $656K | Sell |
5,830
-18
| -0.3% | -$2.02K | 0.01% | 427 |
|
|
2024
Q4 | $729K | Buy |
5,848
+3,098
| +113% | +$386K | 0.01% | 415 |
|
|
2024
Q3 | $298K | Buy |
2,750
+77
| +3% | +$8.36K | ﹤0.01% | 667 |
|
|
2024
Q2 | $263K | Buy |
2,673
+29
| +1% | +$2.86K | ﹤0.01% | 653 |
|
|
2024
Q1 | $276K | Sell |
2,644
-15
| -0.6% | -$1.57K | ﹤0.01% | 628 |
|
|
2023
Q4 | $247K | Buy |
+2,659
| New | +$247K | ﹤0.01% | 651 |
|
|
2023
Q1 | – | Sell |
-2,447
| Closed | -$207K | – | 793 |
|
|
2022
Q4 | $207K | Sell |
2,447
-160
| -6% | -$13.5K | ﹤0.01% | 697 |
|
|
2022
Q3 | $213K | Sell |
2,607
-82
| -3% | -$6.7K | ﹤0.01% | 651 |
|
|
2022
Q2 | $216K | Sell |
2,689
-404
| -13% | -$32.5K | ﹤0.01% | 655 |
|
|
2022
Q1 | $287K | Sell |
3,093
-60
| -2% | -$5.57K | ﹤0.01% | 612 |
|
|
2021
Q4 | $286K | Sell |
3,153
-29
| -0.9% | -$2.63K | ﹤0.01% | 616 |
|
|
2021
Q3 | $256K | Sell |
3,182
-13
| -0.4% | -$1.05K | ﹤0.01% | 621 |
|
|
2021
Q2 | $242K | Buy |
3,195
+156
| +5% | +$11.8K | ﹤0.01% | 648 |
|
|
2021
Q1 | $230K | Buy |
+3,039
| New | +$230K | ﹤0.01% | 649 |
|