Integrated Wealth Concepts’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 | $368K | Sell |
2,971
-76
| -2% | -$9.42K | ﹤0.01% | 1448 |
|
|
2025
Q1 | $343K | Sell |
3,047
-341
| -10% | -$38.3K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $423K | Sell |
3,388
-22
| -0.6% | -$2.74K | ﹤0.01% | 1207 |
|
|
2024
Q3 | $370K | Sell |
3,410
-22
| -0.6% | -$2.39K | ﹤0.01% | 1220 |
|
|
2024
Q2 | $338K | Hold |
3,432
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q1 | $358K | Buy |
+3,432
| New | +$358K | 0.01% | 1226 |
|
|
2021
Q4 | – | Sell |
-3,043
| Closed | -$245K | – | 1025 |
|
|
2021
Q3 | $245K | Buy |
3,043
+1
| +0% | +$81 | 0.01% | 816 |
|
|
2021
Q2 | $230K | Buy |
+3,042
| New | +$230K | 0.01% | 732 |
|