IFP 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 | $180K | Buy |
1,429
+9
| +0.6% | +$1.14K | 0.01% | 1320 |
|
|
2025
Q1 | $160K | Sell |
1,420
-1
| -0.1% | -$112 | ﹤0.01% | 1280 |
|
|
2024
Q4 | $180K | Buy |
1,421
+24
| +2% | +$3.05K | 0.01% | 1167 |
|
|
2024
Q3 | $152K | Sell |
1,397
-127
| -8% | -$13.8K | 0.01% | 1217 |
|
|
2024
Q2 | $150K | Sell |
1,524
-34
| -2% | -$3.35K | 0.01% | 1181 |
|
|
2024
Q1 | $163K | Buy |
+1,558
| New | +$163K | 0.01% | 1097 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$2.98K | – | 3574 |
|
|
2023
Q2 | $2.98K | Buy |
41
+9
| +28% | +$654 | ﹤0.01% | 2738 |
|
|
2023
Q1 | $2.98K | Sell |
32
-73
| -70% | -$6.8K | ﹤0.01% | 2765 |
|
|
2022
Q4 | $10K | Sell |
105
-4
| -4% | -$381 | ﹤0.01% | 3412 |
|
|
2022
Q3 | $24K | Sell |
109
-23
| -17% | -$5.06K | ﹤0.01% | 2942 |
|
|
2022
Q2 | $26K | Hold |
132
| – | – | ﹤0.01% | 2651 |
|
|
2022
Q1 | $26K | Buy |
132
+105
| +389% | +$20.7K | ﹤0.01% | 2651 |
|
|
2021
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 2808 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 2847 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 2770 |
|
|
2021
Q1 | $2K | Sell |
27
-54
| -67% | -$4K | ﹤0.01% | 2695 |
|
|
2020
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 2336 |
|
|
2020
Q3 | $4K | Hold |
81
| – | – | ﹤0.01% | 2279 |
|
|
2020
Q2 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 2181 |
|
|
2020
Q1 | – | Sell |
-47
| Closed | -$3K | – | 3700 |
|
|
2019
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 2403 |
|
|
2019
Q3 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 2582 |
|
|
2019
Q1 | – | Sell |
-161
| Closed | -$11K | – | 3449 |
|
|
2018
Q4 | $11K | Sell |
161
-45
| -22% | -$3.08K | ﹤0.01% | 2437 |
|
|
2018
Q3 | $17K | Buy |
206
+4
| +2% | +$330 | ﹤0.01% | 2528 |
|
|
2018
Q2 | $18K | Sell |
202
-15
| -7% | -$1.34K | ﹤0.01% | 2506 |
|
|
2018
Q1 | $18K | Hold |
217
| – | – | ﹤0.01% | 2464 |
|
|
2017
Q4 | $18K | Sell |
217
-4
| -2% | -$332 | ﹤0.01% | 2462 |
|
|
2017
Q3 | $17K | Buy |
221
+20
| +10% | +$1.54K | ﹤0.01% | 2690 |
|
|
2017
Q2 | $15K | Buy |
201
+34
| +20% | +$2.54K | ﹤0.01% | 2738 |
|
|
2017
Q1 | $12K | Hold |
167
| – | – | ﹤0.01% | 2799 |
|
|
2016
Q4 | $12K | Hold |
167
| – | – | ﹤0.01% | 2785 |
|
|
2016
Q3 | $9K | Buy |
167
+77
| +86% | +$4.15K | ﹤0.01% | 2902 |
|
|
2016
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 3162 |
|
|
2016
Q1 | – | Sell |
-126
| Closed | -$6K | – | 3478 |
|
|
2015
Q4 | $6K | Buy |
+126
| New | +$6K | ﹤0.01% | 2874 |
|