Prelude Capital Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,150
| Closed | -$885K | – | 1472 |
|
|
2024
Q3 | $885K | Buy |
+8,150
| New | +$885K | 0.05% | 368 |
|
|
2023
Q2 | – | Sell |
-8,112
| Closed | -$592K | – | 1279 |
|
|
2023
Q1 | $592K | Buy |
+8,112
| New | +$592K | 0.04% | 360 |
|
|
2022
Q1 | – | Sell |
-2,345
| Closed | -$213K | – | 1967 |
|
|
2021
Q4 | $213K | Buy |
+2,345
| New | +$213K | 0.01% | 1199 |
|
|
2020
Q2 | – | Sell |
-867
| Closed | -$28K | – | 1742 |
|
|
2020
Q1 | $28K | Buy |
+867
| New | +$28K | ﹤0.01% | 591 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$37K | – | 2108 |
|
|
2014
Q4 | $37K | Buy |
+800
| New | +$37K | 0.01% | 1388 |
|
|
2013
Q4 | – | Sell |
-80
| Closed | -$3K | – | 1822 |
|
|
2013
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1485 |
|