Harvest Fund 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 | $753K | Buy |
6,336
+376
| +6% | +$44.7K | 0.04% | 206 |
|
|
2025
Q1 | $706K | Buy |
5,960
+2,980
| +100% | +$353K | 0.04% | 236 |
|
|
2024
Q4 | $371K | Buy |
2,980
+1,678
| +129% | +$209K | 0.02% | 380 |
|
|
2024
Q3 | $141K | Hold |
1,302
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $128K | Hold |
1,302
| – | – | 0.01% | 383 |
|
|
2024
Q1 | $136K | Hold |
1,302
| – | – | 0.01% | 380 |
|
|
2023
Q4 | $122K | Buy |
1,302
+747
| +135% | +$70K | 0.02% | 298 |
|
|
2023
Q3 | $42K | Sell |
555
-526
| -49% | -$39.8K | 0.01% | 424 |
|
|
2023
Q2 | $79K | Hold |
1,081
| – | – | 0.02% | 361 |
|
|
2023
Q1 | $79K | Hold |
1,081
| – | – | 0.02% | 394 |
|
|
2022
Q4 | $91K | Hold |
1,081
| – | – | 0.02% | 362 |
|
|
2022
Q3 | $88K | Hold |
1,081
| – | – | 0.03% | 322 |
|
|
2022
Q2 | $87K | Hold |
1,081
| – | – | 0.02% | 333 |
|
|
2022
Q1 | $100K | Hold |
1,081
| – | – | 0.02% | 351 |
|
|
2021
Q4 | $98K | Buy |
1,081
+671
| +164% | +$60.8K | 0.02% | 340 |
|
|
2021
Q3 | $32K | Hold |
410
| – | – | 0.01% | 515 |
|
|
2021
Q2 | $31K | Hold |
410
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $31K | Buy |
+410
| New | +$31K | ﹤0.01% | 550 |
|