Oak Thistle LLC’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,757
| Closed | -$344K | – | 578 |
|
|
2024
Q4 | $344K | Buy |
+2,757
| New | +$344K | 0.1% | 310 |
|
|
2024
Q1 | – | Sell |
-9,823
| Closed | -$911K | – | 539 |
|
|
2023
Q4 | $911K | Buy |
+9,823
| New | +$911K | 0.26% | 150 |
|
|
2023
Q1 | – | Sell |
-3,139
| Closed | -$265K | – | 454 |
|
|
2022
Q4 | $265K | Buy |
+3,139
| New | +$265K | 0.57% | 88 |
|
|
2022
Q1 | – | Sell |
-4,065
| Closed | -$369K | – | 525 |
|
|
2021
Q4 | $369K | Buy |
+4,065
| New | +$369K | 0.29% | 157 |
|