Oppenheimer Asset Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Buy |
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|
2025
Q2 | $2.26M | Buy |
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|
2025
Q1 | $2.03M | Buy |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.02M | Sell |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $790K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8K | Buy |
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