MML Investors Services’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 | $2.96M | Buy |
23,841
+4,791
| +25% | +$594K | 0.01% | 1049 |
|
|
2025
Q1 | $2.14M | Buy |
19,050
+12,207
| +178% | +$1.37M | 0.01% | 1139 |
|
|
2024
Q4 | $853K | Buy |
6,843
+642
| +10% | +$80K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $673K | Buy |
6,201
+106
| +2% | +$11.5K | ﹤0.01% | 1685 |
|
|
2024
Q2 | $601K | Sell |
6,095
-324
| -5% | -$31.9K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $670K | Buy |
6,419
+1,001
| +18% | +$104K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $503K | Buy |
5,418
+680
| +14% | +$63.1K | ﹤0.01% | 1755 |
|
|
2023
Q3 | $358K | Sell |
4,738
-635
| -12% | -$48K | ﹤0.01% | 1827 |
|
|
2023
Q2 | $390K | Buy |
5,373
+2,033
| +61% | +$148K | ﹤0.01% | 1779 |
|
|
2023
Q1 | $244K | Buy |
3,340
+389
| +13% | +$28.4K | ﹤0.01% | 1807 |
|
|
2022
Q4 | $249K | Buy |
+2,951
| New | +$249K | ﹤0.01% | 1897 |
|
|
2020
Q1 | – | Sell |
-8,300
| Closed | -$588K | – | 1551 |
|
|
2019
Q4 | $588K | Sell |
8,300
-3,413
| -29% | -$242K | 0.01% | 937 |
|
|
2019
Q3 | $757K | Sell |
11,713
-498
| -4% | -$32.2K | 0.01% | 789 |
|
|
2019
Q2 | $893K | Buy |
12,211
+1,133
| +10% | +$82.9K | 0.01% | 759 |
|
|
2019
Q1 | $746K | Buy |
11,078
+4,839
| +78% | +$326K | 0.01% | 829 |
|
|
2018
Q4 | $415K | Sell |
6,239
-2,667
| -30% | -$177K | 0.01% | 998 |
|
|
2018
Q3 | $756K | Buy |
+8,906
| New | +$756K | 0.01% | 794 |
|