Interval Partners’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 | $2M | Buy |
+16,142
| New | +$2M | 0.03% | 214 |
|
|
2024
Q3 | – | Sell |
-16,471
| Closed | -$1.62M | – | 370 |
|
|
2024
Q2 | $1.62M | Sell |
16,471
-27,959
| -63% | -$2.76M | 0.04% | 222 |
|
|
2024
Q1 | $4.64M | Sell |
44,430
-36,983
| -45% | -$3.86M | 0.13% | 138 |
|
|
2023
Q4 | $7.55M | Sell |
81,413
-33,832
| -29% | -$3.14M | 0.22% | 97 |
|
|
2023
Q3 | $8.7M | Buy |
115,245
+30,645
| +36% | +$2.31M | 0.26% | 86 |
|
|
2023
Q2 | $6.14M | Sell |
84,600
-16,484
| -16% | -$1.2M | 0.22% | 83 |
|
|
2023
Q1 | $7.37M | Buy |
101,084
+5,026
| +5% | +$367K | 0.29% | 79 |
|
|
2022
Q4 | $8.12M | Buy |
96,058
+23,816
| +33% | +$2.01M | 0.48% | 53 |
|
|
2022
Q3 | $5.89M | Buy |
+72,242
| New | +$5.89M | 0.26% | 91 |
|
|
2019
Q3 | – | Sell |
-167,896
| Closed | -$12.3M | – | 220 |
|
|
2019
Q2 | $12.3M | Sell |
167,896
-25,830
| -13% | -$1.89M | 0.49% | 41 |
|
|
2019
Q1 | $13M | Buy |
+193,726
| New | +$13M | 0.5% | 43 |
|