O'Shaughnessy 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
Q2 | $595K | Buy |
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|
2025
Q1 | $420K | Buy |
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|
2024
Q4 | $441K | Buy |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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