Park Avenue Securities’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 | $2.12M | Buy |
+17,079
| New | +$2.12M | 0.02% | 496 |
|
|
2025
Q1 | – | Sell |
-7,459
| Closed | -$930K | – | 1542 |
|
|
2024
Q4 | $930K | Buy |
7,459
+1,999
| +37% | +$249K | 0.01% | 800 |
|
|
2024
Q3 | $593K | Sell |
5,460
-1,534
| -22% | -$167K | 0.01% | 913 |
|
|
2024
Q2 | $689K | Buy |
6,994
+374
| +6% | +$36.8K | 0.01% | 819 |
|
|
2024
Q1 | $691K | Buy |
6,620
+998
| +18% | +$104K | 0.01% | 829 |
|
|
2023
Q4 | $521K | Buy |
5,622
+203
| +4% | +$18.8K | 0.01% | 892 |
|
|
2023
Q3 | $409K | Buy |
+5,419
| New | +$409K | 0.01% | 922 |
|