North Star Investment Management’s Wintrust Financial WTFC Stock Holding History

North Star Investment Management’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.37M	Hold	27,205	–	–	0.24%	106
2025 Q1	$3.06M	Buy	27,205 +219	+0.8%	+$24.6K	0.22%	116
2024 Q4	$3.37M	Sell	26,986 -759	-3%	-$94.7K	0.23%	103
2024 Q3	$3.01M	Sell	27,745 -1,831	-6%	-$199K	0.21%	118
2024 Q2	$2.92M	Sell	29,576 -388	-1%	-$38.2K	0.21%	112
2024 Q1	$3.13M	Sell	29,964 -16,242	-35%	-$1.7M	0.22%	117
2023 Q4	$4.29M	Buy	46,206 +2,179	+5%	+$202K	0.33%	79
2023 Q3	$3.32M	Sell	44,027 -819	-2%	-$61.8K	0.28%	90
2023 Q2	$3.26M	Sell	44,846 -75	-0.2%	-$5.45K	0.26%	98
2023 Q1	$3.28M	Buy	44,921 +1,100	+3%	+$80.2K	0.27%	97
2022 Q4	$3.7M	Hold	43,821	–	–	0.33%	80
2022 Q3	$3.57M	Hold	43,821	–	–	0.35%	66
2022 Q2	$3.51M	Sell	43,821 -1,000	-2%	-$80.1K	0.32%	79
2022 Q1	$4.17M	Sell	44,821 -250	-0.6%	-$23.2K	0.32%	77
2021 Q4	$4.09M	Sell	45,071 -2,750	-6%	-$250K	0.29%	81
2021 Q3	$3.84M	Hold	47,821	–	–	0.31%	79
2021 Q2	$3.62M	Sell	47,821 -4,999	-9%	-$378K	0.29%	86
2021 Q1	$4M	Buy	52,820 +1	+0%	+$76	0.38%	71
2020 Q4	$3.23M	Buy	52,819 +11,858	+29%	+$724K	0.34%	79
2020 Q3	$1.64M	Buy	40,961 +40,861	+40,861%	+$1.64M	0.19%	120
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	859
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	897
2019 Q4	$7K	Hold	100	–	–	﹤0.01%	881
2019 Q3	$6K	Buy	+100	New	+$6K	﹤0.01%	907
2019 Q2	–	Sell	-100	Closed	-$7K	–	945
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	884
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	859
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	879
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	882
2018 Q1	$9K	Hold	100	–	–	﹤0.01%	866
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	858
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	880
2017 Q2	$8K	Hold	100	–	–	﹤0.01%	864
2017 Q1	$7K	Buy	+100	New	+$7K	﹤0.01%	851
2015 Q4	–	Sell	-180	Closed	-$10K	–	856
2015 Q3	$10K	Hold	180	–	–	﹤0.01%	618
2015 Q2	$10K	Hold	180	–	–	﹤0.01%	614
2015 Q1	$9K	Hold	180	–	–	﹤0.01%	642
2014 Q4	$8K	Buy	+180	New	+$8K	﹤0.01%	640