Pathstone Holdings’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 | $5.24M | Sell |
42,264
-5,958
| -12% | -$739K | 0.02% | 530 |
|
|
2025
Q1 | $5.43M | Buy |
48,222
+315
| +0.7% | +$35.4K | 0.02% | 534 |
|
|
2024
Q4 | $5.97M | Buy |
47,907
+1,440
| +3% | +$180K | 0.03% | 483 |
|
|
2024
Q3 | $5.04M | Buy |
46,467
+2,728
| +6% | +$296K | 0.02% | 544 |
|
|
2024
Q2 | $4.31M | Buy |
43,739
+3,686
| +9% | +$363K | 0.02% | 581 |
|
|
2024
Q1 | $4.18M | Buy |
40,053
+28,531
| +248% | +$2.98M | 0.02% | 568 |
|
|
2023
Q4 | $1.07M | Buy |
+11,522
| New | +$1.07M | 0.01% | 1042 |
|