InceptionR’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,758	Closed	-$344K	–	871
2024 Q4	$344K	Buy	+2,758	New	+$344K	0.08%	415
2024 Q1	–	Sell	-3,723	Closed	-$345K	–	741
2023 Q4	$345K	Buy	+3,723	New	+$345K	0.25%	183