Mount Yale Investment Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $426K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $290K | Buy |
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