Opal Wealth 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	$39.4K	Sell	318 -24	-7%	-$2.98K	0.01%	415
2025 Q1	$38.5K	Buy	+342	New	+$38.5K	0.01%	388
2024 Q3	–	Sell	-288	Closed	-$28.4K	–	1179
2024 Q2	$28.4K	Buy	288 +34	+13%	+$3.35K	0.01%	431
2024 Q1	$26.5K	Buy	+254	New	+$26.5K	0.01%	227