Mount Yale 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 | $317K | Sell |
2,561
-2,184
| -46% | -$271K | 0.02% | 435 |
|
|
2025
Q1 | $534K | Sell |
4,745
-460
| -9% | -$51.7K | 0.05% | 315 |
|
|
2024
Q4 | $649K | Sell |
5,205
-107
| -2% | -$13.3K | 0.05% | 298 |
|
|
2024
Q3 | $577K | Sell |
5,312
-69
| -1% | -$7.49K | 0.06% | 316 |
|
|
2024
Q2 | $530K | Sell |
5,381
-27
| -0.5% | -$2.66K | 0.04% | 333 |
|
|
2024
Q1 | $565K | Buy |
5,408
+811
| +18% | +$84.7K | 0.04% | 330 |
|
|
2023
Q4 | $426K | Buy |
4,597
+455
| +11% | +$42.2K | 0.04% | 349 |
|
|
2023
Q3 | $313K | Buy |
4,142
+540
| +15% | +$40.8K | 0.03% | 387 |
|
|
2023
Q2 | $262K | Sell |
3,602
-311
| -8% | -$22.6K | 0.03% | 419 |
|
|
2023
Q1 | $285K | Sell |
3,913
-659
| -14% | -$48.1K | 0.03% | 393 |
|
|
2022
Q4 | $386K | Buy |
4,572
+251
| +6% | +$21.2K | 0.04% | 317 |
|
|
2022
Q3 | $352K | Sell |
4,321
-57
| -1% | -$4.64K | 0.05% | 313 |
|
|
2022
Q2 | $351K | Buy |
4,378
+401
| +10% | +$32.2K | 0.04% | 324 |
|
|
2022
Q1 | $370K | Buy |
3,977
+323
| +9% | +$30.1K | 0.04% | 331 |
|
|
2021
Q4 | $332K | Sell |
3,654
-685
| -16% | -$62.2K | 0.03% | 347 |
|
|
2021
Q3 | $349K | Buy |
4,339
+498
| +13% | +$40.1K | 0.04% | 326 |
|
|
2021
Q2 | $291K | Sell |
3,841
-43
| -1% | -$3.26K | 0.04% | 325 |
|
|
2021
Q1 | $294K | Sell |
3,884
-857
| -18% | -$64.9K | 0.04% | 317 |
|
|
2020
Q4 | $290K | Buy |
+4,741
| New | +$290K | 0.04% | 304 |
|