Plante Moran Financial 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 | $84.9K | Hold |
685
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $77K | Sell |
685
-379
| -36% | -$42.6K | 0.01% | 278 |
|
|
2024
Q4 | $133K | Hold |
1,064
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $116K | Buy |
1,064
+685
| +181% | +$74.4K | 0.01% | 258 |
|
|
2024
Q2 | $37.4K | Hold |
379
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $39.6K | Sell |
379
-1,252
| -77% | -$131K | ﹤0.01% | 393 |
|
|
2023
Q4 | $151K | Sell |
1,631
-538
| -25% | -$49.9K | 0.02% | 201 |
|
|
2023
Q3 | $164K | Sell |
2,169
-790
| -27% | -$59.7K | 0.02% | 167 |
|
|
2023
Q2 | $215K | Buy |
2,959
+1,195
| +68% | +$86.8K | 0.03% | 143 |
|
|
2023
Q1 | $129K | Buy |
1,764
+1,386
| +367% | +$101K | 0.02% | 197 |
|
|
2022
Q4 | $31.9K | Buy |
378
+2
| +0.5% | +$169 | ﹤0.01% | 374 |
|
|
2022
Q3 | $31K | Buy |
376
+1
| +0.3% | +$82 | 0.01% | 382 |
|
|
2022
Q2 | $30K | Buy |
375
+2
| +0.5% | +$160 | 0.01% | 389 |
|
|
2022
Q1 | $35K | Buy |
373
+1
| +0.3% | +$94 | 0.01% | 387 |
|
|
2021
Q4 | $34K | Hold |
372
| – | – | 0.01% | 442 |
|
|
2021
Q3 | $30K | Hold |
372
| – | – | 0.01% | 475 |
|
|
2021
Q2 | $28K | Hold |
372
| – | – | 0.01% | 495 |
|
|
2021
Q1 | $28K | Hold |
372
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $23K | Hold |
372
| – | – | 0.01% | 508 |
|
|
2020
Q3 | $15K | Hold |
372
| – | – | 0.01% | 550 |
|
|
2020
Q2 | $16K | Hold |
372
| – | – | 0.01% | 470 |
|
|
2020
Q1 | $12K | Hold |
372
| – | – | 0.01% | 478 |
|
|
2019
Q4 | $26K | Hold |
372
| – | – | 0.01% | 420 |
|
|
2019
Q3 | $24K | Hold |
372
| – | – | 0.01% | 462 |
|
|
2019
Q2 | $27K | Hold |
372
| – | – | 0.01% | 440 |
|
|
2019
Q1 | $25K | Hold |
372
| – | – | 0.01% | 441 |
|
|
2018
Q4 | $25K | Hold |
372
| – | – | 0.01% | 403 |
|
|
2018
Q3 | $32K | Hold |
372
| – | – | 0.01% | 372 |
|
|
2018
Q2 | $32K | Hold |
372
| – | – | 0.02% | 408 |
|
|
2018
Q1 | $32K | Hold |
372
| – | – | 0.02% | 426 |
|
|
2017
Q4 | $31K | Hold |
372
| – | – | 0.02% | 431 |
|
|
2017
Q3 | $29K | Hold |
372
| – | – | 0.02% | 413 |
|
|
2017
Q2 | $28K | Hold |
372
| – | – | 0.02% | 421 |
|
|
2017
Q1 | $26K | Hold |
372
| – | – | 0.02% | 435 |
|
|
2016
Q4 | $27K | Hold |
372
| – | – | 0.02% | 435 |
|
|
2016
Q3 | $21K | Hold |
372
| – | – | 0.01% | 486 |
|
|
2016
Q2 | $19K | Hold |
372
| – | – | 0.01% | 439 |
|
|
2016
Q1 | $16K | Sell |
372
-90
| -19% | -$3.87K | 0.01% | 415 |
|
|
2015
Q4 | $22K | Buy |
462
+90
| +24% | +$4.29K | 0.02% | 436 |
|
|
2015
Q3 | $20K | Hold |
372
| – | – | 0.02% | 385 |
|
|
2015
Q2 | $20K | Hold |
372
| – | – | 0.01% | 418 |
|
|
2015
Q1 | $18K | Hold |
372
| – | – | 0.01% | 422 |
|
|
2014
Q4 | $17K | Hold |
372
| – | – | 0.01% | 438 |
|
|
2014
Q3 | $17K | Hold |
372
| – | – | 0.01% | 433 |
|
|
2014
Q2 | $17K | Hold |
372
| – | – | 0.02% | 414 |
|
|
2014
Q1 | $18K | Hold |
372
| – | – | 0.02% | 270 |
|
|
2013
Q4 | $17K | Hold |
372
| – | – | 0.01% | 372 |
|
|
2013
Q3 | $15K | Hold |
372
| – | – | 0.01% | 327 |
|
|
2013
Q2 | $14K | Buy |
+372
| New | +$14K | 0.01% | 294 |
|