Orion Portfolio Solutions’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.61M | Buy |
32,138
+906
| +3% | +$102K | 0.04% | 457 |
|
|
2024
Q4 | $3.89M | Sell |
31,232
-2,770
| -8% | -$345K | 0.04% | 400 |
|
|
2024
Q3 | $3.69M | Sell |
34,002
-1,100
| -3% | -$119K | 0.04% | 427 |
|
|
2024
Q2 | $3.46M | Sell |
35,102
-1,405
| -4% | -$138K | 0.04% | 419 |
|
|
2024
Q1 | $3.81M | Buy |
36,507
+15,028
| +70% | +$1.57M | 0.04% | 399 |
|
|
2023
Q4 | $2.01M | Sell |
21,479
-1,502
| -7% | -$140K | 0.02% | 627 |
|
|
2023
Q3 | $1.74M | Sell |
22,981
-3,235
| -12% | -$244K | 0.02% | 681 |
|
|
2023
Q2 | $1.9M | Buy |
26,216
+6,603
| +34% | +$480K | 0.02% | 677 |
|
|
2023
Q1 | $1.43M | Buy |
+19,613
| New | +$1.43M | 0.02% | 730 |
|
|
2020
Q3 | – | Sell |
-61
| Closed | -$3K | – | 2065 |
|
|
2020
Q2 | $3K | Sell |
61
-262
| -81% | -$12.9K | ﹤0.01% | 1702 |
|
|
2020
Q1 | $11K | Buy |
323
+60
| +23% | +$2.04K | ﹤0.01% | 1048 |
|
|
2019
Q4 | $19K | Buy |
+263
| New | +$19K | ﹤0.01% | 791 |
|