Pekin Hardy Strauss’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 | $589K | Sell |
4,750
-1,000
| -17% | -$124K | 0.07% | 227 |
|
|
2025
Q1 | $647K | Hold |
5,750
| – | – | 0.08% | 210 |
|
|
2024
Q4 | $717K | Hold |
5,750
| – | – | 0.09% | 200 |
|
|
2024
Q3 | $624K | Hold |
5,750
| – | – | 0.08% | 216 |
|
|
2024
Q2 | $567K | Hold |
5,750
| – | – | 0.08% | 205 |
|
|
2024
Q1 | $600K | Buy |
5,750
+2,000
| +53% | +$209K | 0.08% | 199 |
|
|
2023
Q4 | $348K | Hold |
3,750
| – | – | 0.05% | 234 |
|
|
2023
Q3 | $283K | Hold |
3,750
| – | – | 0.04% | 240 |
|
|
2023
Q2 | $272K | Buy |
+3,750
| New | +$272K | 0.03% | 250 |
|