LPL Financial’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.6M | Buy |
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|
2025
Q2 | $7.32M | Buy |
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|
2025
Q1 | $4.52M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $906K | Sell |
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|
2023
Q3 | $743K | Buy |
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|
2023
Q2 | $682K | Sell |
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|
2023
Q1 | $761K | Sell |
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|
2022
Q4 | $932K | Sell |
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $897K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $866K | Sell |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $654K | Buy |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $464K | Sell |
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|
2017
Q3 | $459K | Buy |
|
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|
2017
Q2 | $393K | Sell |
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|
2017
Q1 | $405K | Sell |
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|
2016
Q4 | $446K | Sell |
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|
2016
Q3 | $360K | Sell |
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|
2016
Q2 | $325K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $408K | Buy |
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|
2015
Q2 | $361K | Buy |
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|
2015
Q1 | $294K | Buy |
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|
2014
Q4 | $246K | Buy |
|