Hancock Whitney’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,707
| Closed | -$437K | – | 689 |
|
|
2023
Q4 | $437K | Buy |
+4,707
| New | +$437K | 0.02% | 460 |
|
|
2018
Q4 | – | Sell |
-7,100
| Closed | -$603K | – | 879 |
|
|
2018
Q3 | $603K | Hold |
7,100
| – | – | 0.02% | 607 |
|
|
2018
Q2 | $618K | Hold |
7,100
| – | – | 0.03% | 412 |
|
|
2018
Q1 | $611K | Buy |
7,100
+800
| +13% | +$68.8K | 0.03% | 402 |
|
|
2017
Q4 | $519K | Buy |
+6,300
| New | +$519K | 0.02% | 430 |
|
|
2014
Q4 | – | Sell |
-11,100
| Closed | -$496K | – | 550 |
|
|
2014
Q3 | $496K | Hold |
11,100
| – | – | 0.02% | 385 |
|
|
2014
Q2 | $511K | Hold |
11,100
| – | – | 0.02% | 378 |
|
|
2014
Q1 | $540K | Hold |
11,100
| – | – | 0.02% | 355 |
|
|
2013
Q4 | $512K | Hold |
11,100
| – | – | 0.02% | 348 |
|
|
2013
Q3 | $456K | Buy |
+11,100
| New | +$456K | 0.02% | 375 |
|