Ladenburg Thalmann Financial Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $94K | Sell |
1,319
-203
| -13% | -$14.5K | ﹤0.01% | 3069 |
|
|
2019
Q3 | $99K | Sell |
1,522
-715
| -32% | -$46.5K | ﹤0.01% | 2941 |
|
|
2019
Q2 | $164K | Buy |
2,237
+541
| +32% | +$39.7K | ﹤0.01% | 2608 |
|
|
2019
Q1 | $107K | Buy |
1,696
+182
| +12% | +$11.5K | ﹤0.01% | 2840 |
|
|
2018
Q4 | $103K | Buy |
1,514
+940
| +164% | +$64K | ﹤0.01% | 2733 |
|
|
2018
Q3 | $49K | Sell |
574
-174
| -23% | -$14.9K | ﹤0.01% | 3330 |
|
|
2018
Q2 | $64K | Hold |
748
| – | – | ﹤0.01% | 3092 |
|
|
2018
Q1 | $64K | Buy |
748
+91
| +14% | +$7.79K | ﹤0.01% | 3092 |
|
|
2017
Q4 | $54K | Buy |
657
+185
| +39% | +$15.2K | ﹤0.01% | 3164 |
|
|
2017
Q3 | $37K | Hold |
472
| – | – | ﹤0.01% | 3315 |
|
|
2017
Q2 | $36K | Sell |
472
-40
| -8% | -$3.05K | ﹤0.01% | 3243 |
|
|
2017
Q1 | $35K | Buy |
512
+86
| +20% | +$5.88K | ﹤0.01% | 3189 |
|
|
2016
Q4 | $31K | Buy |
426
+207
| +95% | +$15.1K | ﹤0.01% | 3188 |
|
|
2016
Q3 | $12K | Hold |
219
| – | – | ﹤0.01% | 3724 |
|
|
2016
Q2 | $11K | Sell |
219
-26
| -11% | -$1.31K | ﹤0.01% | 3731 |
|
|
2016
Q1 | $11K | Buy |
245
+93
| +61% | +$4.18K | ﹤0.01% | 3661 |
|
|
2015
Q4 | $7K | Sell |
152
-1
| -0.7% | -$46 | ﹤0.01% | 3903 |
|
|
2015
Q3 | $8K | Sell |
153
-3
| -2% | -$157 | ﹤0.01% | 3688 |
|
|
2015
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 3835 |
|
|
2015
Q1 | $7K | Sell |
156
-13
| -8% | -$583 | ﹤0.01% | 3842 |
|
|
2014
Q4 | $8K | Buy |
169
+41
| +32% | +$1.94K | ﹤0.01% | 3535 |
|
|
2014
Q3 | $6K | Buy |
128
+96
| +300% | +$4.5K | ﹤0.01% | 3347 |
|
|
2014
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 3801 |
|