Oppenheimer & Co’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 | $293K | Sell |
2,366
-346
| -13% | -$42.9K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $305K | Sell |
2,712
-629
| -19% | -$70.7K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $417K | Sell |
3,341
-502
| -13% | -$62.6K | 0.01% | 1128 |
|
|
2024
Q3 | $417K | Sell |
3,843
-404
| -10% | -$43.8K | 0.01% | 1109 |
|
|
2024
Q2 | $419K | Sell |
4,247
-629
| -13% | -$62K | 0.01% | 1063 |
|
|
2024
Q1 | $509K | Sell |
4,876
-32,443
| -87% | -$3.39M | 0.01% | 980 |
|
|
2023
Q4 | $3.46M | Sell |
37,319
-884
| -2% | -$82K | 0.06% | 346 |
|
|
2023
Q3 | $2.88M | Sell |
38,203
-2,167
| -5% | -$164K | 0.06% | 357 |
|
|
2023
Q2 | $2.93M | Sell |
40,370
-1,698
| -4% | -$123K | 0.06% | 375 |
|
|
2023
Q1 | $3.07M | Sell |
42,068
-170
| -0.4% | -$12.4K | 0.07% | 333 |
|
|
2022
Q4 | $3.57M | Sell |
42,238
-438
| -1% | -$37K | 0.08% | 291 |
|
|
2022
Q3 | $3.48M | Sell |
42,676
-754
| -2% | -$61.5K | 0.08% | 297 |
|
|
2022
Q2 | $3.48M | Buy |
43,430
+101
| +0.2% | +$8.1K | 0.07% | 313 |
|
|
2022
Q1 | $4.03M | Sell |
43,329
-1,266
| -3% | -$118K | 0.07% | 322 |
|
|
2021
Q4 | $4.05M | Sell |
44,595
-184
| -0.4% | -$16.7K | 0.07% | 319 |
|
|
2021
Q3 | $3.6M | Buy |
44,779
+421
| +0.9% | +$33.8K | 0.07% | 335 |
|
|
2021
Q2 | $3.36M | Buy |
44,358
+873
| +2% | +$66K | 0.06% | 365 |
|
|
2021
Q1 | $3.3M | Sell |
43,485
-2,691
| -6% | -$204K | 0.07% | 340 |
|
|
2020
Q4 | $2.82M | Sell |
46,176
-5,871
| -11% | -$359K | 0.06% | 346 |
|
|
2020
Q3 | $2.08M | Buy |
52,047
+271
| +0.5% | +$10.9K | 0.05% | 379 |
|
|
2020
Q2 | $2.26M | Sell |
51,776
-1,449
| -3% | -$63.2K | 0.06% | 347 |
|
|
2020
Q1 | $1.75M | Sell |
53,225
-1,667
| -3% | -$54.8K | 0.05% | 376 |
|
|
2019
Q4 | $3.89M | Buy |
54,892
+3,249
| +6% | +$230K | 0.1% | 233 |
|
|
2019
Q3 | $3.34M | Sell |
51,643
-1,041
| -2% | -$67.3K | 0.09% | 248 |
|
|
2019
Q2 | $3.85M | Sell |
52,684
-29,038
| -36% | -$2.12M | 0.1% | 219 |
|
|
2019
Q1 | $5.5M | Buy |
81,722
+1,329
| +2% | +$89.5K | 0.15% | 150 |
|
|
2018
Q4 | $5.35M | Buy |
80,393
+37,962
| +89% | +$2.52M | 0.17% | 133 |
|
|
2018
Q3 | $3.6M | Buy |
42,431
+874
| +2% | +$74.2K | 0.09% | 249 |
|
|
2018
Q2 | $3.62M | Buy |
41,557
+1,529
| +4% | +$133K | 0.1% | 234 |
|
|
2018
Q1 | $3.44M | Buy |
40,028
+35,651
| +815% | +$3.07M | 0.09% | 256 |
|
|
2017
Q4 | $361K | Buy |
4,377
+669
| +18% | +$55.2K | 0.01% | 986 |
|
|
2017
Q3 | $290K | Buy |
3,708
+185
| +5% | +$14.5K | 0.01% | 1046 |
|
|
2017
Q2 | $269K | Buy |
3,523
+567
| +19% | +$43.3K | 0.01% | 1061 |
|
|
2017
Q1 | $204K | Buy |
2,956
+96
| +3% | +$6.63K | 0.01% | 1164 |
|
|
2016
Q4 | $208K | Buy |
+2,860
| New | +$208K | 0.01% | 1145 |
|