LRI Investments’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 | $172K | Buy |
1,384
+122
| +10% | +$15.1K | 0.01% | 322 |
|
|
2025
Q1 | $142K | Sell |
1,262
-315
| -20% | -$35.4K | 0.01% | 330 |
|
|
2024
Q4 | $197K | Sell |
1,577
-271
| -15% | -$33.8K | 0.02% | 273 |
|
|
2024
Q3 | $242K | Sell |
1,848
-85
| -4% | -$11.1K | 0.02% | 236 |
|
|
2024
Q2 | $191K | Buy |
+1,933
| New | +$191K | 0.02% | 262 |
|