NewEdge 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 | $72.6K | Buy |
586
+100
| +21% | +$12.4K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $54.6K | Sell |
486
-2,569
| -84% | -$289K | ﹤0.01% | 2528 |
|
|
2024
Q4 | $381K | Sell |
3,055
-22
| -0.7% | -$2.74K | ﹤0.01% | 1728 |
|
|
2024
Q3 | $334K | Buy |
3,077
+2,990
| +3,437% | +$325K | ﹤0.01% | 1739 |
|
|
2024
Q2 | $8.54K | Sell |
87
-81
| -48% | -$7.95K | ﹤0.01% | 2913 |
|
|
2024
Q1 | $17.5K | Sell |
168
-35
| -17% | -$3.64K | ﹤0.01% | 2672 |
|
|
2023
Q4 | $18.8K | Buy |
+203
| New | +$18.8K | ﹤0.01% | 2588 |
|
|
2023
Q1 | – | Sell |
-1,607
| Closed | -$136K | – | 4186 |
|
|
2022
Q4 | $136K | Buy |
+1,607
| New | +$136K | ﹤0.01% | 1323 |
|