Journey Strategic Wealth’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 | $312K | Sell |
2,517
-54
| -2% | -$6.7K | 0.01% | 415 |
|
|
2025
Q1 | $289K | Buy |
2,571
+2
| +0.1% | +$225 | 0.01% | 343 |
|
|
2024
Q4 | $320K | Buy |
2,569
+89
| +4% | +$11.1K | 0.01% | 316 |
|
|
2024
Q3 | $269K | Buy |
2,480
+89
| +4% | +$9.66K | 0.01% | 365 |
|
|
2024
Q2 | $236K | Buy |
2,391
+193
| +9% | +$19K | 0.01% | 316 |
|
|
2024
Q1 | $229K | Hold |
2,198
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $204K | Buy |
+2,198
| New | +$204K | 0.01% | 201 |
|
|
2022
Q2 | – | Sell |
-2,198
| Closed | -$204K | – | 219 |
|
|
2022
Q1 | $204K | Buy |
+2,198
| New | +$204K | 0.02% | 161 |
|