JFS Wealth Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2K | Hold |
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|
2025
Q1 | $5.62K | Hold |
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|
2024
Q4 | $6.24K | Hold |
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|
2024
Q3 | $5.43K | Buy |
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|
2024
Q2 | $4.73K | Hold |
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|
2024
Q1 | $5.01K | Hold |
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|
2023
Q4 | $4.45K | Buy |
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|
2023
Q3 | $1.44K | Sell |
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|
2023
Q2 | $2.69K | Buy |
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|
2023
Q1 | $2.04K | Sell |
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|
2022
Q4 | $4.39K | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $2K | Buy |
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