NewEdge Advisors’s Wintrust Financial WTFC Stock Holding History

NewEdge Advisors’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$72.6K	Buy
2025 Q1	$54.6K	Sell
2024 Q4	$381K	Sell
2024 Q3	$334K	Buy
2024 Q2	$8.54K	Sell
2024 Q1	$17.5K	Sell
2023 Q4	$18.8K	Buy
2023 Q1	–	Sell
2022 Q4	$136K	Buy