Jones Financial Companies’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 | $118K | Buy |
953
+264
| +38% | +$32.6K | ﹤0.01% | 1867 |
|
|
2025
Q1 | $77.3K | Buy |
689
+5
| +0.7% | +$561 | ﹤0.01% | 1884 |
|
|
2024
Q4 | $85.3K | Buy |
684
+617
| +921% | +$76.9K | ﹤0.01% | 1676 |
|
|
2024
Q3 | $7.14K | Hold |
67
| – | – | ﹤0.01% | 2341 |
|
|
2024
Q2 | $6.6K | Buy |
67
+10
| +18% | +$986 | ﹤0.01% | 1881 |
|
|
2024
Q1 | $5.95K | Buy |
+57
| New | +$5.95K | ﹤0.01% | 1149 |
|