Mather Group’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 |
-75
| Closed | -$8.44K | – | 1731 |
|
|
2025
Q1 | $8.44K | Hold |
75
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q4 | $9.35K | Hold |
75
| – | – | ﹤0.01% | 1260 |
|
|
2024
Q3 | $8.14K | Hold |
75
| – | – | ﹤0.01% | 1213 |
|
|
2024
Q2 | $7.83K | Buy |
75
+51
| +213% | +$5.32K | ﹤0.01% | 1510 |
|
|
2024
Q1 | $2.23K | Buy |
+24
| New | +$2.23K | ﹤0.01% | 1524 |
|