Premier Fund Managers’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 | $49.9M | Sell |
404,122
-1,648
| -0.4% | -$203K | 1.82% | 25 |
|
|
2025
Q1 | $45.5M | Buy |
405,770
+941
| +0.2% | +$105K | 1.7% | 25 |
|
|
2024
Q4 | $50.4M | Buy |
404,829
+4,653
| +1% | +$579K | 1.8% | 26 |
|
|
2024
Q3 | $42.6M | Hold |
400,176
| – | – | 1.51% | 32 |
|
|
2024
Q2 | $38.3M | Hold |
400,176
| – | – | 1.54% | 33 |
|
|
2024
Q1 | $41.9M | Sell |
400,176
-236,000
| -37% | -$24.7M | 1.66% | 31 |
|
|
2023
Q4 | $59.8M | Hold |
636,176
| – | – | 2.58% | 6 |
|
|
2023
Q3 | $47.8M | Hold |
636,176
| – | – | 2.25% | 17 |
|
|
2023
Q2 | $46.4M | Sell |
636,176
-6,925
| -1% | -$505K | 1.84% | 22 |
|
|
2023
Q1 | $46.4M | Sell |
643,101
-900
| -0.1% | -$64.9K | 1.83% | 21 |
|
|
2022
Q4 | $54.4M | Buy |
644,001
+640,476
| +18,170% | +$54.1M | 2.12% | 7 |
|
|
2022
Q3 | $288K | Sell |
3,525
-577,376
| -99% | -$47.2M | 0.02% | 153 |
|
|
2022
Q2 | $46.9M | Buy |
580,901
+200
| +0% | +$16.1K | 2.08% | 7 |
|
|
2022
Q1 | $54.7M | Sell |
580,701
-2,125
| -0.4% | -$200K | 1.91% | 5 |
|
|
2021
Q4 | $53.1M | Buy |
582,826
+5,450
| +0.9% | +$497K | 1.71% | 10 |
|
|
2021
Q3 | $46.4M | Buy |
577,376
+18,585
| +3% | +$1.49M | 1.5% | 12 |
|
|
2021
Q2 | $42.1M | Buy |
558,791
+9,515
| +2% | +$717K | 1.43% | 18 |
|
|
2021
Q1 | $43.1M | Buy |
549,276
+6,600
| +1% | +$518K | 1.67% | 9 |
|
|
2020
Q4 | $33.2M | Buy |
542,676
+158,600
| +41% | +$9.69M | 1.43% | 22 |
|
|
2020
Q3 | $15.5M | Hold |
384,076
| – | – | 0.89% | 38 |
|
|
2020
Q2 | $16.8M | Buy |
+384,076
| New | +$16.8M | 1.04% | 39 |
|