HAG
HighPoint Advisor Group’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
4,067
+16
| +0.4% | +$1.98K | 0.03% | 372 |
|
|
2025
Q1 | $458K | Buy |
4,051
+167
| +4% | +$18.9K | 0.03% | 381 |
|
|
2024
Q4 | $514K | Sell |
3,884
-62
| -2% | -$8.21K | 0.03% | 370 |
|
|
2024
Q3 | $451K | Buy |
3,946
+123
| +3% | +$14.1K | 0.03% | 378 |
|
|
2024
Q2 | $419K | Sell |
3,823
-36
| -0.9% | -$3.95K | 0.03% | 390 |
|
|
2024
Q1 | $392K | Buy |
3,859
+25
| +0.7% | +$2.54K | 0.03% | 407 |
|
|
2023
Q4 | $385K | Buy |
+3,834
| New | +$385K | 0.03% | 412 |
|
|
2022
Q2 | $250K | Buy |
+3,134
| New | +$250K | 0.03% | 434 |
|
|
2021
Q3 | $231K | Buy |
2,877
+4
| +0.1% | +$321 | 0.02% | 470 |
|
|
2021
Q2 | $217K | Sell |
2,873
-325
| -10% | -$24.5K | 0.02% | 483 |
|
|
2021
Q1 | $245K | Buy |
3,198
+249
| +8% | +$19.1K | 0.03% | 413 |
|
|
2020
Q4 | $201K | Buy |
+2,949
| New | +$201K | 0.02% | 434 |
|