Janney Montgomery Scott’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 | $1.78M | Buy |
14,344
+1,459
| +11% | +$181K | ﹤0.01% | 1269 |
|
|
2025
Q1 | $1.45M | Buy |
12,885
+957
| +8% | +$108K | ﹤0.01% | 1313 |
|
|
2024
Q4 | $1.49M | Buy |
11,928
+1,389
| +13% | +$173K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $1.14M | Buy |
10,539
+790
| +8% | +$85.8K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $961K | Buy |
9,749
+1,829
| +23% | +$180K | ﹤0.01% | 1472 |
|
|
2024
Q1 | $827K | Buy |
7,920
+1,816
| +30% | +$190K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $566K | Buy |
6,104
+614
| +11% | +$56.9K | ﹤0.01% | 1802 |
|
|
2023
Q3 | $414K | Buy |
5,490
+710
| +15% | +$53.5K | ﹤0.01% | 1924 |
|
|
2023
Q2 | $347K | Buy |
4,780
+887
| +23% | +$64.4K | ﹤0.01% | 2145 |
|
|
2023
Q1 | $284K | Sell |
3,893
-596
| -13% | -$43.5K | ﹤0.01% | 2085 |
|
|
2022
Q4 | $379K | Buy |
4,489
+253
| +6% | +$21.4K | ﹤0.01% | 1949 |
|
|
2022
Q3 | $345K | Buy |
4,236
+797
| +23% | +$64.9K | ﹤0.01% | 1911 |
|
|
2022
Q2 | $276K | Sell |
3,439
-143
| -4% | -$11.5K | ﹤0.01% | 1967 |
|
|
2022
Q1 | $333K | Buy |
3,582
+43
| +1% | +$4K | ﹤0.01% | 1835 |
|
|
2021
Q4 | $321K | Buy |
3,539
+753
| +27% | +$68.3K | ﹤0.01% | 1960 |
|
|
2021
Q3 | $224K | Sell |
2,786
-425
| -13% | -$34.2K | ﹤0.01% | 2108 |
|
|
2021
Q2 | $243K | Buy |
3,211
+166
| +5% | +$12.6K | ﹤0.01% | 2031 |
|
|
2021
Q1 | $231K | Buy |
+3,045
| New | +$231K | ﹤0.01% | 1997 |
|