Oppenheimer Asset Management’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 | $2.26M | Buy |
18,252
+232
| +1% | +$28.8K | 0.03% | 516 |
|
|
2025
Q1 | $2.03M | Buy |
18,020
+70
| +0.4% | +$7.87K | 0.03% | 516 |
|
|
2024
Q4 | $2.24M | Sell |
17,950
-628
| -3% | -$78.3K | 0.03% | 496 |
|
|
2024
Q3 | $2.02M | Sell |
18,578
-13
| -0.1% | -$1.41K | 0.02% | 541 |
|
|
2024
Q2 | $1.83M | Buy |
18,591
+2,862
| +18% | +$282K | 0.02% | 547 |
|
|
2024
Q1 | $1.64M | Buy |
15,729
+2,081
| +15% | +$217K | 0.02% | 559 |
|
|
2023
Q4 | $1.27M | Sell |
13,648
-72
| -0.5% | -$6.68K | 0.02% | 645 |
|
|
2023
Q3 | $1.04M | Sell |
13,720
-247
| -2% | -$18.6K | 0.02% | 682 |
|
|
2023
Q2 | $1.01M | Buy |
13,967
+3,136
| +29% | +$228K | 0.01% | 699 |
|
|
2023
Q1 | $790K | Buy |
10,831
+8,428
| +351% | +$615K | 0.01% | 738 |
|
|
2022
Q4 | $203K | Sell |
2,403
-324
| -12% | -$27.4K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $222K | Buy |
2,727
+65
| +2% | +$5.29K | ﹤0.01% | 1029 |
|
|
2022
Q2 | $213K | Sell |
2,662
-84
| -3% | -$6.72K | ﹤0.01% | 1063 |
|
|
2022
Q1 | $255K | Sell |
2,746
-194
| -7% | -$18K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $267K | Buy |
+2,940
| New | +$267K | ﹤0.01% | 1107 |
|
|
2020
Q2 | – | Sell |
-239
| Closed | -$8K | – | 1449 |
|
|
2020
Q1 | $8K | Buy |
+239
| New | +$8K | ﹤0.01% | 1446 |
|