Petiole USA’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 | $3.69M | Hold |
29,750
| – | – | 2.61% | 15 |
|
|
2025
Q1 | $3.35M | Hold |
29,750
| – | – | 2.36% | 17 |
|
|
2024
Q4 | $3.71M | Hold |
29,750
| – | – | 2.33% | 18 |
|
|
2024
Q3 | $3.23M | Hold |
29,750
| – | – | 2.11% | 23 |
|
|
2024
Q2 | $2.93M | Hold |
29,750
| – | – | 2.46% | 20 |
|
|
2024
Q1 | $3.11M | Hold |
29,750
| – | – | 2.43% | 19 |
|
|
2023
Q4 | $2.76M | Hold |
29,750
| – | – | 2.04% | 22 |
|
|
2023
Q3 | $2.25M | Hold |
29,750
| – | – | 2.06% | 23 |
|
|
2023
Q2 | $2.16M | Hold |
29,750
| – | – | 2.12% | 22 |
|
|
2023
Q1 | $2.17M | Sell |
29,750
-5,250
| -15% | -$383K | 1.82% | 22 |
|
|
2022
Q4 | $2.96M | Hold |
35,000
| – | – | 2.17% | 25 |
|
|
2022
Q3 | $2.85M | Hold |
35,000
| – | – | 2.12% | 24 |
|
|
2022
Q2 | $2.81M | Hold |
35,000
| – | – | 2.45% | 20 |
|
|
2022
Q1 | $3.25M | Hold |
35,000
| – | – | 2.52% | 18 |
|
|
2021
Q4 | $3.18M | Buy |
+35,000
| New | +$3.18M | 2.28% | 20 |
|