Mackenzie Financial’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 | – | Sell |
-3,359
| Closed | -$378K | – | 1797 |
|
|
2025
Q1 | $378K | Sell |
3,359
-780
| -19% | -$87.7K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $516K | Buy |
+4,139
| New | +$516K | ﹤0.01% | 1165 |
|
|
2023
Q2 | – | Sell |
-17,948
| Closed | -$1.31M | – | 1654 |
|
|
2023
Q1 | $1.31M | Sell |
17,948
-107,691
| -86% | -$7.86M | ﹤0.01% | 807 |
|
|
2022
Q4 | $10.6M | Buy |
125,639
+19,466
| +18% | +$1.65M | 0.02% | 402 |
|
|
2022
Q3 | $8.66M | Buy |
106,173
+78,076
| +278% | +$6.37M | 0.01% | 440 |
|
|
2022
Q2 | $2.25M | Buy |
+28,097
| New | +$2.25M | ﹤0.01% | 700 |
|