Johnson Financial Group Inc (Wisconsin)’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11
| Closed | -$1.09K | – | 1055 |
|
|
2024
Q2 | $1.09K | Buy |
+11
| New | +$1.09K | ﹤0.01% | 729 |
|
|
2024
Q1 | – | Sell |
-267
| Closed | -$24.8K | – | 1007 |
|
|
2023
Q4 | $24.8K | Buy |
+267
| New | +$24.8K | ﹤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 | +$1.01K | ﹤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% | -$230K | 0.08% | 189 |
|
|
2014
Q1 | $548K | Buy |
+11,256
| New | +$548K | 0.16% | 121 |
|