Norris Perne & French’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	$1.29M	Hold	10,378	–	–	0.09%	75
2025 Q1	$1.17M	Sell	10,378 -27	-0.3%	-$3.04K	0.09%	72
2024 Q4	$1.3M	Sell	10,405 -2,057	-17%	-$257K	0.09%	67
2024 Q3	$1.35M	Buy	+12,462	New	+$1.35M	0.09%	71