PFG Advisors’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 | $241K | Buy |
+1,940
| New | +$241K | 0.01% | 561 |
|
|
2025
Q1 | – | Sell |
-1,694
| Closed | -$211K | – | 723 |
|
|
2024
Q4 | $211K | Buy |
+1,694
| New | +$211K | 0.01% | 664 |
|
|
2023
Q1 | – | Sell |
-2,600
| Closed | -$220K | – | 653 |
|
|
2022
Q4 | $220K | Hold |
2,600
| – | – | 0.02% | 518 |
|
|
2022
Q3 | $212K | Sell |
2,600
-42
| -2% | -$3.43K | 0.02% | 482 |
|
|
2022
Q2 | $212K | Buy |
+2,642
| New | +$212K | 0.02% | 362 |
|