HighPoint Advisor Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $451K | Buy |
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|
2024
Q2 | $419K | Sell |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $385K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $217K | Sell |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $201K | Buy |
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