OneDigital 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	$616K	Sell	4,965 -664	-12%	-$82.3K	0.01%	825
2025 Q1	$633K	Buy	5,629 +499	+10%	+$56.1K	0.01%	770
2024 Q4	$640K	Buy	5,130 +3	+0.1%	+$374	0.01%	794
2024 Q3	$556K	Buy	5,127 +152	+3%	+$16.5K	0.01%	898
2024 Q2	$490K	Buy	+4,975	New	+$490K	0.01%	909