HighTower Advisors’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 | $2.04M | Buy |
16,481
+184
| +1% | +$22.8K | ﹤0.01% | 1550 |
|
|
2025
Q1 | $1.83M | Buy |
16,297
+1,056
| +7% | +$119K | ﹤0.01% | 1573 |
|
|
2024
Q4 | $1.9M | Buy |
15,241
+3,961
| +35% | +$494K | ﹤0.01% | 1544 |
|
|
2024
Q3 | $1.23M | Buy |
11,280
+395
| +4% | +$42.9K | ﹤0.01% | 1802 |
|
|
2024
Q2 | $1.07M | Sell |
10,885
-660
| -6% | -$64.8K | ﹤0.01% | 1807 |
|
|
2024
Q1 | $1.21M | Sell |
11,545
-1,077
| -9% | -$113K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $1.17M | Buy |
12,622
+512
| +4% | +$47.4K | ﹤0.01% | 1755 |
|
|
2023
Q3 | $913K | Sell |
12,110
-1,094
| -8% | -$82.5K | ﹤0.01% | 1833 |
|
|
2023
Q2 | $958K | Buy |
13,204
+1,034
| +8% | +$75K | ﹤0.01% | 1780 |
|
|
2023
Q1 | $886K | Sell |
12,170
-873
| -7% | -$63.6K | ﹤0.01% | 1734 |
|
|
2022
Q4 | $1.1M | Sell |
13,043
-574
| -4% | -$48.5K | ﹤0.01% | 1616 |
|
|
2022
Q3 | $1.11M | Buy |
13,617
+3,054
| +29% | +$249K | ﹤0.01% | 1547 |
|
|
2022
Q2 | $848K | Sell |
10,563
-1,239
| -10% | -$99.5K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $1.1M | Buy |
11,802
+438
| +4% | +$40.6K | ﹤0.01% | 1700 |
|
|
2021
Q4 | $1.03M | Sell |
11,364
-232
| -2% | -$21.1K | ﹤0.01% | 1739 |
|
|
2021
Q3 | $933K | Sell |
11,596
-1,152
| -9% | -$92.7K | ﹤0.01% | 1692 |
|
|
2021
Q2 | $965K | Buy |
12,748
+9
| +0.1% | +$681 | ﹤0.01% | 1657 |
|
|
2021
Q1 | $966K | Buy |
+12,739
| New | +$966K | ﹤0.01% | 1585 |
|
|
2020
Q4 | – | Sell |
-7,365
| Closed | -$294K | – | 2649 |
|
|
2020
Q3 | $294K | Sell |
7,365
-500
| -6% | -$20K | ﹤0.01% | 1824 |
|
|
2020
Q2 | $344K | Sell |
7,865
-775
| -9% | -$33.9K | ﹤0.01% | 1633 |
|
|
2020
Q1 | $285K | Sell |
8,640
-1,770
| -17% | -$58.4K | ﹤0.01% | 1584 |
|
|
2019
Q4 | $738K | Sell |
10,410
-34
| -0.3% | -$2.41K | ﹤0.01% | 1273 |
|
|
2019
Q3 | $676K | Sell |
10,444
-640
| -6% | -$41.4K | ﹤0.01% | 1363 |
|
|
2019
Q2 | $809K | Sell |
11,084
-1,005
| -8% | -$73.4K | ﹤0.01% | 1296 |
|
|
2019
Q1 | $813K | Buy |
12,089
+1,259
| +12% | +$84.7K | 0.01% | 1226 |
|
|
2018
Q4 | $721K | Sell |
10,830
-28,314
| -72% | -$1.88M | 0.01% | 1181 |
|
|
2018
Q3 | $3.28M | Buy |
39,144
+9,668
| +33% | +$809K | 0.02% | 657 |
|
|
2018
Q2 | $2.52M | Buy |
29,476
+2,616
| +10% | +$223K | 0.02% | 757 |
|
|
2018
Q1 | $2.27M | Buy |
26,860
+8,272
| +45% | +$700K | 0.02% | 765 |
|
|
2017
Q4 | $1.51M | Buy |
18,588
+1,256
| +7% | +$102K | 0.01% | 922 |
|
|
2017
Q3 | $1.35M | Buy |
17,332
+10,911
| +170% | +$849K | 0.01% | 965 |
|
|
2017
Q2 | $492K | Buy |
6,421
+660
| +11% | +$50.6K | ﹤0.01% | 1370 |
|
|
2017
Q1 | $399K | Buy |
+5,761
| New | +$399K | ﹤0.01% | 1428 |
|