Mutual of America Capital Management’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 | $12.2M | Buy |
98,497
+1,718
| +2% | +$213K | 0.13% | 133 |
|
|
2025
Q1 | $10.9M | Sell |
96,779
-900
| -0.9% | -$101K | 0.13% | 146 |
|
|
2024
Q4 | $12.2M | Sell |
97,679
-9,698
| -9% | -$1.21M | 0.13% | 127 |
|
|
2024
Q3 | $11.7M | Buy |
107,377
+3,359
| +3% | +$365K | 0.12% | 140 |
|
|
2024
Q2 | $10.3M | Sell |
104,018
-1,000
| -1% | -$98.6K | 0.11% | 156 |
|
|
2024
Q1 | $11M | Buy |
105,018
+4,914
| +5% | +$513K | 0.12% | 148 |
|
|
2023
Q4 | $9.28M | Buy |
100,104
+60,321
| +152% | +$5.59M | 0.11% | 175 |
|
|
2023
Q3 | $3M | Sell |
39,783
-4,713
| -11% | -$356K | 0.04% | 670 |
|
|
2023
Q2 | $3.23M | Sell |
44,496
-4,384
| -9% | -$318K | 0.04% | 696 |
|
|
2023
Q1 | $3.57M | Sell |
48,880
-1,024
| -2% | -$74.7K | 0.04% | 652 |
|
|
2022
Q4 | $4.22M | Buy |
49,904
+1,118
| +2% | +$94.5K | 0.05% | 542 |
|
|
2022
Q3 | $3.98M | Sell |
48,786
-1,600
| -3% | -$130K | 0.05% | 520 |
|
|
2022
Q2 | $4.04M | Sell |
50,386
-1,598
| -3% | -$128K | 0.05% | 540 |
|
|
2022
Q1 | $4.83M | Buy |
51,984
+998
| +2% | +$92.7K | 0.05% | 554 |
|
|
2021
Q4 | $4.63M | Buy |
50,986
+695
| +1% | +$63.1K | 0.05% | 609 |
|
|
2021
Q3 | $4.04M | Sell |
50,291
-358
| -0.7% | -$28.8K | 0.04% | 644 |
|
|
2021
Q2 | $3.83M | Sell |
50,649
-908
| -2% | -$68.7K | 0.04% | 672 |
|
|
2021
Q1 | $3.91M | Sell |
51,557
-2,464
| -5% | -$187K | 0.04% | 652 |
|
|
2020
Q4 | $3.3M | Buy |
54,021
+51
| +0.1% | +$3.12K | 0.04% | 688 |
|
|
2020
Q3 | $2.16M | Sell |
53,970
-26,654
| -33% | -$1.07M | 0.03% | 787 |
|
|
2020
Q2 | $3.52M | Buy |
80,624
+1,857
| +2% | +$81K | 0.05% | 533 |
|
|
2020
Q1 | $2.59M | Buy |
78,767
+1,756
| +2% | +$57.7K | 0.04% | 577 |
|
|
2019
Q4 | $5.46M | Buy |
77,011
+1,346
| +2% | +$95.4K | 0.07% | 397 |
|
|
2019
Q3 | $4.89M | Buy |
75,665
+1,468
| +2% | +$94.9K | 0.07% | 406 |
|
|
2019
Q2 | $5.43M | Sell |
74,197
-198
| -0.3% | -$14.5K | 0.08% | 358 |
|
|
2019
Q1 | $5.01M | Sell |
74,395
-12,418
| -14% | -$836K | 0.07% | 391 |
|
|
2018
Q4 | $5.77M | Buy |
86,813
+13
| +0% | +$864 | 0.1% | 265 |
|
|
2018
Q3 | $7.37M | Buy |
86,800
+1,445
| +2% | +$123K | 0.1% | 238 |
|
|
2018
Q2 | $7.43M | Buy |
85,355
+1,788
| +2% | +$156K | 0.11% | 203 |
|
|
2018
Q1 | $7.19M | Buy |
83,567
+560
| +0.7% | +$48.2K | 0.11% | 215 |
|
|
2017
Q4 | $6.84M | Buy |
83,007
+37,717
| +83% | +$3.11M | 0.1% | 243 |
|
|
2017
Q3 | $3.55M | Sell |
45,290
-465
| -1% | -$36.4K | 0.06% | 548 |
|
|
2017
Q2 | $3.5M | Buy |
45,755
+4,026
| +10% | +$308K | 0.06% | 532 |
|
|
2017
Q1 | $2.88M | Buy |
+41,729
| New | +$2.88M | 0.05% | 631 |
|