Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-538	Closed	-$71.3K	–	1124
2025 Q3	$71.3K	Buy	+538	New	+$71K	﹤0.01%	529
2024 Q3	–	Sell	-11	Closed	-$1.08K	–	1055
2024 Q2	$1.08K	Buy	+11	New	+$1.08K	﹤0.01%	729
2024 Q1	–	Sell	-267	Closed	-$24.8K	–	1007
2023 Q4	$24.8K	Buy	+267	New	+$22.1K	﹤0.01%	520
2023 Q3	–	Sell	-12	Closed	-$872	–	711
2023 Q2	$872	Hold	12	–	–	﹤0.01%	631
2023 Q1	$876	Hold	12	–	–	﹤0.01%	591
2022 Q4	$1.01K	Buy	+12	New	+$1.06K	﹤0.01%	599
2015 Q1	–	Sell	-6,256	Closed	-$293K	–	870
2014 Q4	$293K	Hold	6,256	–	–	0.07%	201
2014 Q3	$279K	Hold	6,256	–	–	0.07%	190
2014 Q2	$288K	Sell	6,256 -5,000	-44%	-$227K	0.08%	189
2014 Q1	$548K	Buy	+11,256	New	+$518K	0.16%	121