Oliver Luxxe Assets’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 | $2.62M | Buy |
21,107
+222
| +1% | +$27.5K | 0.47% | 72 |
|
|
2025
Q1 | $2.35M | Sell |
20,885
-19,707
| -49% | -$2.22M | 0.44% | 81 |
|
|
2024
Q4 | $4.74M | Buy |
40,592
+20,662
| +104% | +$2.41M | 0.42% | 76 |
|
|
2024
Q3 | $2.16M | Buy |
19,930
+10,346
| +108% | +$1.12M | 0.39% | 84 |
|
|
2024
Q2 | $945K | Buy |
9,584
+294
| +3% | +$29K | 0.2% | 110 |
|
|
2024
Q1 | $970K | Buy |
9,290
+157
| +2% | +$16.4K | 0.2% | 116 |
|
|
2023
Q4 | $847K | Buy |
9,133
+2,830
| +45% | +$262K | 0.2% | 118 |
|
|
2023
Q3 | $476K | Buy |
+6,303
| New | +$476K | 0.12% | 136 |
|