Jefferies Group’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,597
| Closed | -$236K | – | 1319 |
|
|
2021
Q4 | $236K | Buy |
+2,597
| New | +$236K | ﹤0.01% | 840 |
|
|
2021
Q1 | – | Sell |
-7,212
| Closed | -$441K | – | 1349 |
|
|
2020
Q4 | $441K | Buy |
+7,212
| New | +$441K | ﹤0.01% | 695 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1046 |
|
|
2019
Q4 | – | Sell |
-33,836
| Closed | -$2.19M | – | 1974 |
|
|
2019
Q3 | $2.19M | Buy |
33,836
+6,957
| +26% | +$450K | 0.02% | 498 |
|
|
2019
Q2 | $1.97M | Buy |
26,879
+15,602
| +138% | +$1.14M | 0.01% | 451 |
|
|
2019
Q1 | $759K | Buy |
+11,277
| New | +$759K | 0.01% | 818 |
|
|
2018
Q3 | – | Sell |
-12,720
| Closed | -$1.11M | – | 1900 |
|
|
2018
Q2 | $1.11M | Buy |
+12,720
| New | +$1.11M | 0.01% | 653 |
|
|
2017
Q2 | – | Sell |
-5,979
| Closed | -$413K | – | 1746 |
|
|
2017
Q1 | $413K | Buy |
+5,979
| New | +$413K | ﹤0.01% | 995 |
|
|
2016
Q1 | – | Sell |
-6,905
| Closed | -$335K | – | 1552 |
|
|
2015
Q4 | $335K | Buy |
+6,905
| New | +$335K | ﹤0.01% | 896 |
|
|
2014
Q2 | – | Sell |
-6,127
| Closed | -$298K | – | 1616 |
|
|
2014
Q1 | $298K | Buy |
+6,127
| New | +$298K | ﹤0.01% | 879 |
|