Guggenheim Capital’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 | $5.24M | Sell |
42,290
-3,220
| -7% | -$399K | 0.04% | 406 |
|
2025
Q1 | $5.12M | Sell |
45,510
-10,778
| -19% | -$1.21M | 0.05% | 405 |
|
2024
Q4 | $7.02M | Buy |
56,288
+2,259
| +4% | +$282K | 0.06% | 347 |
|
2024
Q3 | $5.86M | Sell |
54,029
-4,577
| -8% | -$497K | 0.04% | 476 |
|
2024
Q2 | $5.78M | Sell |
58,606
-789
| -1% | -$77.8K | 0.04% | 464 |
|
2024
Q1 | $6.2M | Buy |
59,395
+9,501
| +19% | +$992K | 0.04% | 472 |
|
2023
Q4 | $4.63M | Sell |
49,894
-2,435
| -5% | -$226K | 0.04% | 552 |
|
2023
Q3 | $3.95M | Sell |
52,329
-8,081
| -13% | -$610K | 0.03% | 561 |
|
2023
Q2 | $4.39M | Sell |
60,410
-44,316
| -42% | -$3.22M | 0.03% | 566 |
|
2023
Q1 | $7.64M | Sell |
104,726
-26,789
| -20% | -$1.95M | 0.06% | 369 |
|
2022
Q4 | $11.1M | Sell |
131,515
-6,409
| -5% | -$542K | 0.1% | 255 |
|
2022
Q3 | $11.2M | Buy |
137,924
+13,075
| +10% | +$1.07M | 0.1% | 233 |
|
2022
Q2 | $10M | Buy |
124,849
+21,844
| +21% | +$1.75M | 0.08% | 300 |
|
2022
Q1 | $9.57M | Buy |
103,005
+3,241
| +3% | +$301K | 0.06% | 405 |
|
2021
Q4 | $9.06M | Sell |
99,764
-4,839
| -5% | -$439K | 0.05% | 464 |
|
2021
Q3 | $8.41M | Buy |
104,603
+10,099
| +11% | +$812K | 0.05% | 448 |
|
2021
Q2 | $7.15M | Buy |
94,504
+11,883
| +14% | +$899K | 0.04% | 523 |
|
2021
Q1 | $6.26M | Buy |
82,621
+43,058
| +109% | +$3.26M | 0.04% | 531 |
|
2020
Q4 | $2.42M | Buy |
39,563
+15,386
| +64% | +$940K | 0.02% | 885 |
|
2020
Q3 | $969K | Buy |
24,177
+8,561
| +55% | +$343K | 0.01% | 1223 |
|
2020
Q2 | $681K | Sell |
15,616
-6,801
| -30% | -$297K | 0.01% | 1350 |
|
2020
Q1 | $736K | Sell |
22,417
-2,387
| -10% | -$78.4K | 0.01% | 1223 |
|
2019
Q4 | $1.76M | Sell |
24,804
-1,921
| -7% | -$136K | 0.01% | 1089 |
|
2019
Q3 | $1.73M | Sell |
26,725
-133,497
| -83% | -$8.63M | 0.01% | 1079 |
|
2019
Q2 | $11.7M | Sell |
160,222
-1,457
| -0.9% | -$107K | 0.1% | 236 |
|
2019
Q1 | $10.9M | Sell |
161,679
-5,592
| -3% | -$377K | 0.09% | 257 |
|
2018
Q4 | $11.1M | Sell |
167,271
-8,695
| -5% | -$578K | 0.09% | 224 |
|
2018
Q3 | $14.9M | Sell |
175,966
-39,569
| -18% | -$3.36M | 0.1% | 213 |
|
2018
Q2 | $18.8M | Sell |
215,535
-51,674
| -19% | -$4.5M | 0.13% | 152 |
|
2018
Q1 | $23M | Sell |
267,209
-44,682
| -14% | -$3.84M | 0.06% | 521 |
|
2017
Q4 | $25.7M | Sell |
311,891
-475
| -0.2% | -$39.1K | 0.06% | 517 |
|
2017
Q3 | $24.5M | Sell |
312,366
-16,213
| -5% | -$1.27M | 0.06% | 520 |
|
2017
Q2 | $25.1M | Sell |
328,579
-5,778
| -2% | -$442K | 0.07% | 517 |
|
2017
Q1 | $23.1M | Buy |
334,357
+5,976
| +2% | +$413K | 0.06% | 517 |
|
2016
Q4 | $23.8M | Buy |
328,381
+5,026
| +2% | +$365K | 0.07% | 516 |
|
2016
Q3 | $18M | Sell |
323,355
-9,636
| -3% | -$535K | 0.06% | 539 |
|
2016
Q2 | $17M | Sell |
332,991
-81,633
| -20% | -$4.16M | 0.05% | 543 |
|
2016
Q1 | $18.4M | Sell |
414,624
-59,686
| -13% | -$2.65M | 0.06% | 557 |
|
2015
Q4 | $23M | Buy |
474,310
+1,543
| +0.3% | +$74.9K | 0.07% | 521 |
|
2015
Q3 | $25.3M | Sell |
472,767
-154,485
| -25% | -$8.25M | 0.08% | 456 |
|
2015
Q2 | $33.5M | Sell |
627,252
-86,027
| -12% | -$4.59M | 0.08% | 426 |
|
2015
Q1 | $34M | Buy |
713,279
+109,518
| +18% | +$5.22M | 0.08% | 456 |
|
2014
Q4 | $28.2M | Sell |
603,761
-37,532
| -6% | -$1.75M | 0.07% | 501 |
|
2014
Q3 | $28.6M | Sell |
641,293
-44,739
| -7% | -$2M | 0.07% | 496 |
|
2014
Q2 | $31.6M | Buy |
686,032
+21,455
| +3% | +$987K | 0.08% | 446 |
|
2014
Q1 | $32.3M | Sell |
664,577
-23,550
| -3% | -$1.15M | 0.09% | 340 |
|
2013
Q4 | $31.7M | Buy |
688,127
+50,589
| +8% | +$2.33M | 0.1% | 302 |
|
2013
Q3 | $26.2M | Buy |
637,538
+200,048
| +46% | +$8.22M | 0.09% | 287 |
|
2013
Q2 | $16.7M | Buy |
+437,490
| New | +$16.7M | 0.07% | 437 |
|