MPS Loria Financial Planners’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 |
-2,827
| Closed | -$318K | – | 85 |
|
|
2025
Q1 | $318K | Buy |
2,827
+11
| +0.4% | +$1.24K | 0.09% | 60 |
|
|
2024
Q4 | $351K | Sell |
2,816
-1,211
| -30% | -$151K | 0.1% | 57 |
|
|
2024
Q3 | $437K | Buy |
4,027
+15
| +0.4% | +$1.63K | 0.13% | 46 |
|
|
2024
Q2 | $395K | Buy |
4,012
+15
| +0.4% | +$1.48K | 0.13% | 47 |
|
|
2024
Q1 | $417K | Sell |
3,997
-184
| -4% | -$19.2K | 0.14% | 47 |
|
|
2023
Q4 | $388K | Sell |
4,181
-2,162
| -34% | -$201K | 0.14% | 46 |
|
|
2023
Q3 | $479K | Buy |
6,343
+28
| +0.4% | +$2.11K | 0.19% | 38 |
|
|
2023
Q2 | $459K | Buy |
6,315
+343
| +6% | +$24.9K | 0.17% | 41 |
|
|
2023
Q1 | $436K | Buy |
5,972
+22
| +0.4% | +$1.61K | 0.18% | 41 |
|
|
2022
Q4 | $503K | Sell |
5,950
-134
| -2% | -$11.3K | 0.22% | 38 |
|
|
2022
Q3 | $496K | Buy |
6,084
+21
| +0.3% | +$1.71K | 0.19% | 34 |
|
|
2022
Q2 | $486K | Buy |
6,063
+20
| +0.3% | +$1.6K | 0.22% | 40 |
|
|
2022
Q1 | $561K | Buy |
6,043
+19
| +0.3% | +$1.76K | 0.24% | 39 |
|
|
2021
Q4 | $547K | Buy |
6,024
+18
| +0.3% | +$1.63K | 0.22% | 40 |
|
|
2021
Q3 | $482K | Buy |
6,006
+22
| +0.4% | +$1.77K | 0.22% | 38 |
|
|
2021
Q2 | $453K | Buy |
5,984
+21
| +0.4% | +$1.59K | 0.21% | 38 |
|
|
2021
Q1 | $452K | Sell |
5,963
-414
| -6% | -$31.4K | 0.21% | 39 |
|
|
2020
Q4 | $389K | Buy |
6,377
+444
| +7% | +$27.1K | 0.17% | 46 |
|
|
2020
Q3 | $238K | Sell |
5,933
-771
| -12% | -$30.9K | 0.12% | 64 |
|
|
2020
Q2 | $292K | Buy |
+6,704
| New | +$292K | 0.16% | 48 |
|
|
2017
Q3 | – | Sell |
-396
| Closed | -$29K | – | 346 |
|
|
2017
Q2 | $29K | Buy |
+396
| New | +$29K | 0.02% | 202 |
|