MeadowBrook Investment Advisors’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 | $361K | Buy |
2,912
+67
| +2% | +$8.31K | 0.32% | 74 |
|
|
2025
Q1 | $320K | Sell |
2,845
-15
| -0.5% | -$1.69K | 0.3% | 76 |
|
|
2024
Q4 | $357K | Buy |
2,860
+60
| +2% | +$7.48K | 0.32% | 71 |
|
|
2024
Q3 | $71.1K | Sell |
2,800
-80
| -3% | -$2.03K | 0.06% | 157 |
|
|
2024
Q2 | $284K | Hold |
2,880
| – | – | 0.27% | 84 |
|
|
2024
Q1 | $301K | Sell |
2,880
-240
| -8% | -$25.1K | 0.28% | 83 |
|
|
2023
Q4 | $289K | Buy |
+3,120
| New | +$289K | 0.28% | 84 |
|