Pinnacle Holdings’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,380
| Closed | -$2.03M | – | 261 |
|
|
2021
Q4 | $2.03M | Hold |
22,380
| – | – | 0.85% | 35 |
|
|
2021
Q3 | $1.8M | Hold |
22,380
| – | – | 0.79% | 45 |
|
|
2021
Q2 | $1.69M | Sell |
22,380
-988
| -4% | -$74.7K | 0.78% | 52 |
|
|
2021
Q1 | $1.77M | Sell |
23,368
-123
| -0.5% | -$9.32K | 0.82% | 43 |
|
|
2020
Q4 | $1.44M | Sell |
23,491
-1,853
| -7% | -$113K | 0.76% | 48 |
|
|
2020
Q3 | $1.02M | Sell |
25,344
-222
| -0.9% | -$8.89K | 0.59% | 62 |
|
|
2020
Q2 | $1.12M | Sell |
25,566
-1,294
| -5% | -$56.4K | 0.53% | 66 |
|
|
2020
Q1 | $883K | Sell |
26,860
-223
| -0.8% | -$7.33K | 0.51% | 64 |
|
|
2019
Q4 | $1.92M | Sell |
27,083
-664
| -2% | -$47.1K | 0.72% | 46 |
|
|
2019
Q3 | $1.79M | Hold |
27,747
| – | – | 0.68% | 55 |
|
|
2019
Q2 | $2.03M | Hold |
27,747
| – | – | 0.75% | 50 |
|
|
2019
Q1 | $1.87M | Sell |
27,747
-49
| -0.2% | -$3.3K | 0.7% | 53 |
|
|
2018
Q4 | $1.85M | Sell |
27,796
-670
| -2% | -$44.5K | 0.76% | 49 |
|
|
2018
Q3 | $2.42M | Sell |
28,466
-457
| -2% | -$38.8K | 0.83% | 45 |
|
|
2018
Q2 | $2.52M | Sell |
28,923
-252
| -0.9% | -$21.9K | 0.88% | 36 |
|
|
2018
Q1 | $2.51M | Sell |
29,175
-1,869
| -6% | -$161K | 0.94% | 38 |
|
|
2017
Q4 | $2.56M | Sell |
31,044
-2,570
| -8% | -$212K | 0.93% | 35 |
|
|
2017
Q3 | $2.63M | Sell |
33,614
-691
| -2% | -$54.1K | 0.97% | 31 |
|
|
2017
Q2 | $2.62M | Buy |
+34,305
| New | +$2.62M | 1.02% | 25 |
|