Osaic Holdings’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 | $899K | Buy |
7,625
+4,401
| +137% | +$519K | ﹤0.01% | 2309 |
|
|
2025
Q1 | $363K | Sell |
3,224
-1,531
| -32% | -$172K | ﹤0.01% | 3146 |
|
|
2024
Q4 | $593K | Buy |
4,755
+716
| +18% | +$89.3K | ﹤0.01% | 2631 |
|
|
2024
Q3 | $439K | Buy |
4,039
+1,849
| +84% | +$201K | ﹤0.01% | 3002 |
|
|
2024
Q2 | $216K | Buy |
2,190
+695
| +46% | +$68.5K | ﹤0.01% | 3478 |
|
|
2024
Q1 | $156K | Sell |
1,495
-6,081
| -80% | -$635K | ﹤0.01% | 3890 |
|
|
2023
Q4 | $703K | Sell |
7,576
-401
| -5% | -$37.2K | ﹤0.01% | 2864 |
|
|
2023
Q3 | $603K | Buy |
7,977
+2,795
| +54% | +$211K | ﹤0.01% | 3088 |
|
|
2023
Q2 | $377K | Buy |
5,182
+283
| +6% | +$20.6K | ﹤0.01% | 3387 |
|
|
2023
Q1 | $357K | Buy |
4,899
+764
| +18% | +$55.7K | ﹤0.01% | 3394 |
|
|
2022
Q4 | $351K | Buy |
4,135
+135
| +3% | +$11.5K | ﹤0.01% | 3369 |
|
|
2022
Q3 | $326K | Sell |
4,000
-146
| -4% | -$11.9K | ﹤0.01% | 3303 |
|
|
2022
Q2 | $332K | Sell |
4,146
-4,362
| -51% | -$349K | ﹤0.01% | 3338 |
|
|
2022
Q1 | $788K | Buy |
8,508
+5,010
| +143% | +$464K | ﹤0.01% | 2792 |
|
|
2021
Q4 | $317K | Buy |
3,498
+686
| +24% | +$62.2K | ﹤0.01% | 3508 |
|
|
2021
Q3 | $226K | Buy |
2,812
+142
| +5% | +$11.4K | ﹤0.01% | 3797 |
|
|
2021
Q2 | $201K | Sell |
2,670
-12,643
| -83% | -$952K | ﹤0.01% | 3857 |
|
|
2021
Q1 | $1.16M | Buy |
15,313
+12,653
| +476% | +$958K | ﹤0.01% | 2100 |
|
|
2020
Q4 | $162K | Sell |
2,660
-372
| -12% | -$22.7K | ﹤0.01% | 3658 |
|
|
2020
Q3 | $122K | Sell |
3,032
-30
| -1% | -$1.21K | ﹤0.01% | 3651 |
|
|
2020
Q2 | $134K | Buy |
3,062
+1,130
| +58% | +$49.5K | ﹤0.01% | 3465 |
|
|
2020
Q1 | $63K | Buy |
+1,932
| New | +$63K | ﹤0.01% | 3797 |
|