Menard Financial 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 |
-3,654
| Closed | -$416K | – | 106 |
|
|
2025
Q1 | $416K | Buy |
3,654
+309
| +9% | +$35.2K | 0.27% | 66 |
|
|
2024
Q4 | $417K | Buy |
3,345
+51
| +2% | +$6.36K | 0.25% | 72 |
|
|
2024
Q3 | $357K | Buy |
3,294
+406
| +14% | +$44.1K | 0.24% | 89 |
|
|
2024
Q2 | $285K | Buy |
2,888
+689
| +31% | +$67.9K | 0.2% | 93 |
|
|
2024
Q1 | $230K | Buy |
+2,199
| New | +$230K | 0.19% | 98 |
|