Key Financial Inc’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 | $17.2K | Hold |
139
| – | – | ﹤0.01% | 723 |
|
|
2025
Q1 | $15.6K | Hold |
139
| – | – | ﹤0.01% | 722 |
|
|
2024
Q4 | $17.3K | Hold |
139
| – | – | ﹤0.01% | 693 |
|
|
2024
Q3 | $15.1K | Hold |
139
| – | – | ﹤0.01% | 700 |
|
|
2024
Q2 | $13.7K | Hold |
139
| – | – | ﹤0.01% | 708 |
|
|
2024
Q1 | $14.5K | Hold |
139
| – | – | ﹤0.01% | 670 |
|
|
2023
Q4 | $12.9K | Hold |
139
| – | – | ﹤0.01% | 676 |
|
|
2023
Q3 | $10.5K | Hold |
139
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $10.1K | Hold |
139
| – | – | ﹤0.01% | 721 |
|
|
2023
Q1 | $10.1K | Hold |
139
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $11.3K | Hold |
139
| – | – | 0.01% | 597 |
|
|
2022
Q3 | $11K | Hold |
139
| – | – | 0.01% | 621 |
|
|
2022
Q2 | $11K | Hold |
139
| – | – | 0.01% | 617 |
|
|
2022
Q1 | $13K | Buy |
+139
| New | +$13K | 0.01% | 576 |
|