Nisa Investment 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 | $3.53M | Buy |
28,499
+9
| +0% | +$1.12K | 0.02% | 482 |
|
|
2025
Q1 | $3.2M | Hold |
28,490
| – | – | 0.02% | 525 |
|
|
2024
Q4 | $3.55M | Hold |
28,490
| – | – | 0.01% | 527 |
|
|
2024
Q3 | $3.09M | Buy |
28,490
+315
| +1% | +$34.2K | 0.02% | 543 |
|
|
2024
Q2 | $2.78M | Hold |
28,175
| – | – | 0.02% | 591 |
|
|
2024
Q1 | $2.94M | Hold |
28,175
| – | – | 0.02% | 583 |
|
|
2023
Q4 | $2.61M | Buy |
28,175
+5
| +0% | +$464 | 0.02% | 577 |
|
|
2023
Q3 | $2.13M | Sell |
28,170
-4,300
| -13% | -$325K | 0.02% | 651 |
|
|
2023
Q2 | $2.36M | Sell |
32,470
-5
| -0% | -$363 | 0.02% | 635 |
|
|
2023
Q1 | $2.37M | Buy |
32,475
+35
| +0.1% | +$2.55K | 0.02% | 621 |
|
|
2022
Q4 | $2.74M | Sell |
32,440
-6
| -0% | -$507 | 0.02% | 634 |
|
|
2022
Q3 | $2.65M | Buy |
32,446
+46
| +0.1% | +$3.75K | 0.02% | 553 |
|
|
2022
Q2 | $2.6M | Sell |
32,400
-2,000
| -6% | -$160K | 0.02% | 561 |
|
|
2022
Q1 | $3.2M | Hold |
34,400
| – | – | 0.02% | 533 |
|
|
2021
Q4 | $3.37M | Hold |
34,400
| – | – | 0.03% | 495 |
|
|
2021
Q3 | $2.77K | Hold |
34,400
| – | – | 0.02% | 623 |
|
|
2021
Q2 | $2.6K | Sell |
34,400
-5,400
| -14% | -$408 | 0.02% | 650 |
|
|
2021
Q1 | $3.02K | Hold |
39,800
| – | – | 0.02% | 605 |
|
|
2020
Q4 | $2.43M | Hold |
39,800
| – | – | 0.02% | 635 |
|
|
2020
Q3 | $1.59M | Hold |
39,800
| – | – | 0.01% | 662 |
|
|
2020
Q2 | $1.74M | Hold |
39,800
| – | – | 0.02% | 621 |
|
|
2020
Q1 | $1.31M | Sell |
39,800
-2,550
| -6% | -$83.8K | 0.01% | 630 |
|
|
2019
Q4 | $3M | Sell |
42,350
-8,800
| -17% | -$624K | 0.03% | 516 |
|
|
2019
Q3 | $3.31M | Hold |
51,150
| – | – | 0.03% | 481 |
|
|
2019
Q2 | $3.74M | Hold |
51,150
| – | – | 0.04% | 439 |
|
|
2019
Q1 | $3.44M | Hold |
51,150
| – | – | 0.03% | 463 |
|
|
2018
Q4 | $3.4M | Hold |
51,150
| – | – | 0.04% | 414 |
|
|
2018
Q3 | $4.35M | Hold |
51,150
| – | – | 0.04% | 410 |
|
|
2018
Q2 | $4.45M | Hold |
51,150
| – | – | 0.05% | 383 |
|
|
2018
Q1 | $4.38M | Sell |
51,150
-350
| -0.7% | -$30K | 0.05% | 379 |
|
|
2017
Q4 | $4.24M | Sell |
51,500
-400
| -0.8% | -$32.9K | 0.04% | 378 |
|
|
2017
Q3 | $4.06M | Hold |
51,900
| – | – | 0.05% | 384 |
|
|
2017
Q2 | $3.86M | Buy |
51,900
+100
| +0.2% | +$7.44K | 0.05% | 394 |
|
|
2017
Q1 | $3.58M | Buy |
51,800
+250
| +0.5% | +$17.3K | 0.04% | 414 |
|
|
2016
Q4 | $3.74M | Hold |
51,550
| – | – | 0.05% | 391 |
|
|
2016
Q3 | $2.87M | Hold |
51,550
| – | – | 0.04% | 450 |
|
|
2016
Q2 | $2.63M | Buy |
51,550
+150
| +0.3% | +$7.65K | 0.04% | 469 |
|
|
2016
Q1 | $2.28M | Buy |
51,400
+10,300
| +25% | +$457K | 0.03% | 497 |
|
|
2015
Q4 | $1.99M | Sell |
41,100
-5,600
| -12% | -$272K | 0.03% | 538 |
|
|
2015
Q3 | $2.48M | Buy |
46,700
+5,600
| +14% | +$298K | 0.04% | 464 |
|
|
2015
Q2 | $2.19M | Hold |
41,100
| – | – | 0.03% | 531 |
|
|
2015
Q1 | $1.96M | Hold |
41,100
| – | – | 0.03% | 592 |
|
|
2014
Q4 | $1.92M | Hold |
41,100
| – | – | 0.03% | 597 |
|
|
2014
Q3 | $1.84M | Hold |
41,100
| – | – | 0.03% | 586 |
|
|
2014
Q2 | $1.89M | Hold |
41,100
| – | – | 0.03% | 594 |
|
|
2014
Q1 | $2M | Hold |
41,100
| – | – | 0.03% | 558 |
|
|
2013
Q4 | $1.9M | Hold |
41,100
| – | – | 0.03% | 570 |
|
|
2013
Q3 | $1.69M | Hold |
41,100
| – | – | 0.03% | 587 |
|
|
2013
Q2 | $1.57M | Buy |
+41,100
| New | +$1.57M | 0.02% | 602 |
|