NBC Securities’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 | $25K | Hold |
209
| – | – | ﹤0.01% | 1622 |
|
|
2025
Q1 | $23K | Buy |
+209
| New | +$23K | ﹤0.01% | 1445 |
|
|
2024
Q4 | – | Sell |
-209
| Closed | -$22K | – | 2097 |
|
|
2024
Q3 | $22K | Hold |
209
| – | – | ﹤0.01% | 1476 |
|
|
2024
Q2 | $20K | Hold |
209
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q1 | $21K | Sell |
209
-41
| -16% | -$4.12K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $23K | Hold |
250
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q3 | $18K | Buy |
+250
| New | +$18K | ﹤0.01% | 1505 |
|