Parallel Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $136K | Buy |
976
+70
| +8% | +$10.1K | ﹤0.01% | 1401 |
|
|
2025
Q4 | $127K | Buy |
906
+550
| +154% | +$73.1K | ﹤0.01% | 1339 |
|
|
2025
Q3 | $47.2K | Sell |
356
-36
| -9% | -$4.75K | ﹤0.01% | 1828 |
|
|
2025
Q2 | $48.6K | Sell |
392
-201
| -34% | -$23.1K | ﹤0.01% | 1740 |
|
|
2025
Q1 | $66.7K | Buy |
593
+150
| +34% | +$18.5K | ﹤0.01% | 1472 |
|
|
2024
Q4 | $55.3K | Buy |
443
+72
| +19% | +$8.89K | ﹤0.01% | 1581 |
|
|
2024
Q3 | $40.3K | Sell |
371
-1
| -0.3% | -$104 | ﹤0.01% | 1745 |
|
|
2024
Q2 | $36.7K | Buy |
372
+4
| +1% | +$392 | ﹤0.01% | 1680 |
|
|
2024
Q1 | $38.4K | Buy |
368
+35
| +11% | +$3.38K | ﹤0.01% | 1627 |
|
|
2023
Q4 | $30.9K | Sell |
333
-256
| -43% | -$21.2K | ﹤0.01% | 1673 |
|
|
2023
Q3 | $44.5K | Sell |
589
-18
| -3% | -$1.42K | ﹤0.01% | 1449 |
|
|
2023
Q2 | $44.1K | Buy |
607
+27
| +5% | +$1.84K | ﹤0.01% | 1464 |
|
|
2023
Q1 | $42.4K | Buy |
580
+308
| +113% | +$26.3K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $23K | Sell |
272
-53
| -16% | -$4.68K | ﹤0.01% | 1652 |
|
|
2022
Q3 | $26K | Sell |
325
-7
| -2% | -$594 | ﹤0.01% | 1573 |
|
|
2022
Q2 | $27K | Sell |
332
-45
| -12% | -$3.88K | ﹤0.01% | 1537 |
|
|
2022
Q1 | $36K | Sell |
377
-24
| -6% | -$2.34K | ﹤0.01% | 1444 |
|
|
2021
Q4 | $36K | Buy |
401
+25
| +7% | +$2.23K | ﹤0.01% | 1517 |
|
|
2021
Q3 | $30K | Buy |
376
+7
| +2% | +$517 | ﹤0.01% | 1540 |
|
|
2021
Q2 | $28K | Hold |
369
| – | – | ﹤0.01% | 1517 |
|
|
2021
Q1 | $28K | Hold |
369
| – | – | ﹤0.01% | 1451 |
|
|
2020
Q4 | $23K | Sell |
369
-321
| -47% | -$17.3K | ﹤0.01% | 1422 |
|
|
2020
Q3 | $28K | Sell |
690
-311
| -31% | -$13.3K | ﹤0.01% | 1310 |
|
|
2020
Q2 | $43K | Buy |
1,001
+44
| +5% | +$1.76K | ﹤0.01% | 1111 |
|
|
2020
Q1 | $31K | Buy |
+957
| New | +$53.1K | ﹤0.01% | 1125 |
|
Other funds holding WTFC
VPM
VCM
