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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.6M | Buy |
112,397
+6,143
| +6% | +$890K | ﹤0.01% | 1651 |
|
|
2025
Q4 | $14.9M | Buy |
106,254
+26,488
| +33% | +$3.52M | ﹤0.01% | 1617 |
|
|
2025
Q3 | $10.6M | Buy |
79,766
+20,694
| +35% | +$2.73M | ﹤0.01% | 1817 |
|
|
2025
Q2 | $7.32M | Buy |
59,072
+18,852
| +47% | +$2.16M | ﹤0.01% | 1993 |
|
|
2025
Q1 | $4.52M | Buy |
40,220
+24,240
| +152% | +$3M | ﹤0.01% | 2238 |
|
|
2024
Q4 | $1.99M | Buy |
15,980
+3,622
| +29% | +$447K | ﹤0.01% | 2860 |
|
|
2024
Q3 | $1.34M | Buy |
12,358
+1,795
| +17% | +$187K | ﹤0.01% | 3115 |
|
|
2024
Q2 | $1.04M | Buy |
10,563
+686
| +7% | +$67.2K | ﹤0.01% | 3219 |
|
|
2024
Q1 | $1.03M | Buy |
9,877
+113
| +1% | +$10.9K | ﹤0.01% | 3153 |
|
|
2023
Q4 | $906K | Sell |
9,764
-76
| -0.8% | -$6.28K | ﹤0.01% | 3128 |
|
|
2023
Q3 | $743K | Buy |
9,840
+445
| +5% | +$35K | ﹤0.01% | 3164 |
|
|
2023
Q2 | $682K | Sell |
9,395
-1,035
| -10% | -$70.6K | ﹤0.01% | 3178 |
|
|
2023
Q1 | $761K | Sell |
10,430
-597
| -5% | -$51K | ﹤0.01% | 2976 |
|
|
2022
Q4 | $932K | Sell |
11,027
-98
| -0.9% | -$8.66K | ﹤0.01% | 2708 |
|
|
2022
Q3 | $907K | Sell |
11,125
-69
| -0.6% | -$5.86K | ﹤0.01% | 2624 |
|
|
2022
Q2 | $897K | Sell |
11,194
-808
| -7% | -$69.6K | ﹤0.01% | 2659 |
|
|
2022
Q1 | $1.11M | Sell |
12,002
-4,414
| -27% | -$430K | ﹤0.01% | 2523 |
|
|
2021
Q4 | $1.49M | Sell |
16,416
-1,245
| -7% | -$111K | ﹤0.01% | 2322 |
|
|
2021
Q3 | $1.42M | Buy |
17,661
+554
| +3% | +$40.9K | ﹤0.01% | 2323 |
|
|
2021
Q2 | $1.29M | Sell |
17,107
-207
| -1% | -$16.2K | ﹤0.01% | 2347 |
|
|
2021
Q1 | $1.31M | Sell |
17,314
-5,232
| -23% | -$374K | ﹤0.01% | 2165 |
|
|
2020
Q4 | $1.38M | Buy |
22,546
+932
| +4% | +$50.1K | ﹤0.01% | 1940 |
|
|
2020
Q3 | $866K | Sell |
21,614
-2,003
| -8% | -$85.7K | ﹤0.01% | 2055 |
|
|
2020
Q2 | $1.03M | Buy |
23,617
+8,551
| +57% | +$341K | ﹤0.01% | 1798 |
|
|
2020
Q1 | $495K | Buy |
15,066
+5,839
| +63% | +$324K | ﹤0.01% | 2113 |
|
|
2019
Q4 | $654K | Buy |
9,227
+452
| +5% | +$30.1K | ﹤0.01% | 2142 |
|
|
2019
Q3 | $567K | Sell |
8,775
-187
| -2% | -$12.4K | ﹤0.01% | 2167 |
|
|
2019
Q2 | $656K | Buy |
8,962
+5,310
| +145% | +$388K | ﹤0.01% | 2045 |
|
|
2019
Q1 | $246K | Sell |
3,652
-74
| -2% | -$5.29K | ﹤0.01% | 2792 |
|
|
2018
Q4 | $248K | Buy |
3,726
+470
| +14% | +$35.7K | ﹤0.01% | 2625 |
|
|
2018
Q3 | $277K | Sell |
3,256
-347
| -10% | -$30.9K | ﹤0.01% | 2767 |
|
|
2018
Q2 | $314K | Sell |
3,603
-855
| -19% | -$78.5K | ﹤0.01% | 2607 |
|
|
2018
Q1 | $384K | Sell |
4,458
-1,180
| -21% | -$102K | ﹤0.01% | 2382 |
|
|
2017
Q4 | $464K | Sell |
5,638
-228
| -4% | -$18.4K | ﹤0.01% | 2124 |
|
|
2017
Q3 | $459K | Buy |
5,866
+718
| +14% | +$53.4K | ﹤0.01% | 2011 |
|
|
2017
Q2 | $393K | Sell |
5,148
-790
| -13% | -$56.6K | ﹤0.01% | 2066 |
|
|
2017
Q1 | $405K | Sell |
5,938
-234
| -4% | -$16.8K | ﹤0.01% | 1972 |
|
|
2016
Q4 | $446K | Sell |
6,172
-338
| -5% | -$21K | ﹤0.01% | 1835 |
|
|
2016
Q3 | $360K | Sell |
6,510
-38
| -0.6% | -$2.04K | ﹤0.01% | 1983 |
|
|
2016
Q2 | $325K | Buy |
+6,548
| New | +$328K | ﹤0.01% | 2008 |
|
|
2015
Q4 | – | Sell |
-7,633
| Closed | -$408K | – | 3253 |
|
|
2015
Q3 | $408K | Buy |
7,633
+801
| +12% | +$42.4K | ﹤0.01% | 1965 |
|
|
2015
Q2 | $361K | Buy |
6,832
+693
| +11% | +$34.9K | ﹤0.01% | 2159 |
|
|
2015
Q1 | $294K | Buy |
6,139
+874
| +17% | +$40.4K | ﹤0.01% | 2270 |
|
|
2014
Q4 | $246K | Buy |
+5,265
| New | +$238K | ﹤0.01% | 2335 |
|
Other funds holding WTFC
VPM
VCM
