Parallel Advisors’s Wintrust Financial WTFC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$48.7K Sell
392
-201
-34% -$24.9K ﹤0.01% 1731
2025
Q1
$66.7K Buy
593
+150
+34% +$16.9K ﹤0.01% 1464
2024
Q4
$55.3K Buy
443
+72
+19% +$8.99K ﹤0.01% 1570
2024
Q3
$40.3K Sell
371
-1
-0.3% -$109 ﹤0.01% 1734
2024
Q2
$36.7K Buy
372
+4
+1% +$394 ﹤0.01% 1670
2024
Q1
$38.4K Buy
368
+35
+11% +$3.65K ﹤0.01% 1627
2023
Q4
$30.9K Sell
333
-256
-43% -$23.7K ﹤0.01% 1673
2023
Q3
$44.5K Sell
589
-18
-3% -$1.36K ﹤0.01% 1449
2023
Q2
$44.1K Buy
607
+27
+5% +$1.96K ﹤0.01% 1464
2023
Q1
$42.4K Buy
580
+308
+113% +$22.5K ﹤0.01% 1457
2022
Q4
$23K Sell
272
-53
-16% -$4.49K ﹤0.01% 1652
2022
Q3
$26K Sell
325
-7
-2% -$560 ﹤0.01% 1560
2022
Q2
$27K Sell
332
-45
-12% -$3.66K ﹤0.01% 1528
2022
Q1
$36K Sell
377
-24
-6% -$2.29K ﹤0.01% 1435
2021
Q4
$36K Buy
401
+25
+7% +$2.24K ﹤0.01% 1508
2021
Q3
$30K Buy
376
+7
+2% +$559 ﹤0.01% 1522
2021
Q2
$28K Hold
369
﹤0.01% 1496
2021
Q1
$28K Hold
369
﹤0.01% 1433
2020
Q4
$23K Sell
369
-321
-47% -$20K ﹤0.01% 1407
2020
Q3
$28K Sell
690
-311
-31% -$12.6K ﹤0.01% 1291
2020
Q2
$43K Buy
1,001
+44
+5% +$1.89K ﹤0.01% 1108
2020
Q1
$31K Buy
+957
New +$31K ﹤0.01% 1119