JFS Wealth 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 | $6.2K | Hold |
50
| – | – | ﹤0.01% | 1012 |
|
|
2025
Q1 | $5.62K | Hold |
50
| – | – | ﹤0.01% | 1076 |
|
|
2024
Q4 | $6.24K | Hold |
50
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q3 | $5.43K | Buy |
50
+2
| +4% | +$217 | ﹤0.01% | 1086 |
|
|
2024
Q2 | $4.73K | Hold |
48
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q1 | $5.01K | Hold |
48
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q4 | $4.45K | Buy |
48
+29
| +153% | +$2.69K | ﹤0.01% | 1108 |
|
|
2023
Q3 | $1.44K | Sell |
19
-18
| -49% | -$1.36K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $2.69K | Buy |
37
+9
| +32% | +$654 | ﹤0.01% | 1272 |
|
|
2023
Q1 | $2.04K | Sell |
28
-24
| -46% | -$1.75K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $4.4K | Sell |
52
-5
| -9% | -$423 | ﹤0.01% | 1044 |
|
|
2022
Q3 | $5K | Buy |
57
+23
| +68% | +$2.02K | ﹤0.01% | 1022 |
|
|
2022
Q2 | $3K | Sell |
34
-16
| -32% | -$1.41K | ﹤0.01% | 1254 |
|
|
2022
Q1 | $5K | Buy |
50
+30
| +150% | +$3K | ﹤0.01% | 1092 |
|
|
2021
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1198 |
|