Jackson Creek Investment 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 | $474K | Buy |
+3,823
| New | +$474K | 0.13% | 230 |
|
|
2024
Q2 | – | Sell |
-3,871
| Closed | -$404K | – | 363 |
|
|
2024
Q1 | $404K | Sell |
3,871
-90
| -2% | -$9.39K | 0.14% | 263 |
|
|
2023
Q4 | $367K | Buy |
+3,961
| New | +$367K | 0.14% | 268 |
|
|
2023
Q1 | – | Sell |
-9,666
| Closed | -$817K | – | 375 |
|
|
2022
Q4 | $817K | Buy |
+9,666
| New | +$817K | 0.36% | 152 |
|