Panagora Asset Management’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 | – | Sell |
-5,805
| Closed | -$653K | – | 1224 |
|
|
2025
Q1 | $653K | Hold |
5,805
| – | – | ﹤0.01% | 746 |
|
|
2024
Q4 | $724K | Sell |
5,805
-6
| -0.1% | -$748 | ﹤0.01% | 737 |
|
|
2024
Q3 | $631K | Buy |
+5,811
| New | +$631K | ﹤0.01% | 862 |
|
|
2024
Q1 | – | Sell |
-11,847
| Closed | -$1.1M | – | 1267 |
|
|
2023
Q4 | $1.1M | Buy |
+11,847
| New | +$1.1M | 0.01% | 774 |
|
|
2022
Q1 | – | Sell |
-111,074
| Closed | -$10.1M | – | 1615 |
|
|
2021
Q4 | $10.1M | Sell |
111,074
-1,733
| -2% | -$157K | 0.05% | 293 |
|
|
2021
Q3 | $9.07M | Sell |
112,807
-2,030
| -2% | -$163K | 0.05% | 312 |
|
|
2021
Q2 | $8.69M | Sell |
114,837
-2,043
| -2% | -$155K | 0.05% | 330 |
|
|
2021
Q1 | $8.86M | Buy |
+116,880
| New | +$8.86M | 0.05% | 332 |
|
|
2019
Q3 | – | Sell |
-2,400
| Closed | -$176K | – | 2649 |
|
|
2019
Q2 | $176K | Buy |
+2,400
| New | +$176K | ﹤0.01% | 1828 |
|
|
2017
Q4 | – | Sell |
-2,496
| Closed | -$195K | – | 2361 |
|
|
2017
Q3 | $195K | Hold |
2,496
| – | – | ﹤0.01% | 1691 |
|
|
2017
Q2 | $191K | Buy |
+2,496
| New | +$191K | ﹤0.01% | 1672 |
|