Principal Financial Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172M | Buy |
|
|||||
|
2025
Q2 | $152M | Buy |
|
|||||
|
2025
Q1 | $136M | Sell |
|
|||||
|
2024
Q4 | $162M | Sell |
|
|||||
|
2024
Q3 | $142M | Buy |
|
|||||
|
2024
Q2 | $116M | Sell |
|
|||||
|
2024
Q1 | $139M | Buy |
|
|||||
|
2023
Q4 | $79.8M | Buy |
|
|||||
|
2023
Q3 | $27.4M | Buy |
|
|||||
|
2023
Q2 | $16.7M | Sell |
|
|||||
|
2023
Q1 | $17.5M | Sell |
|
|||||
|
2022
Q4 | $21.9M | Buy |
|
|||||
|
2022
Q3 | $19.3M | Sell |
|
|||||
|
2022
Q2 | $19.3M | Buy |
|
|||||
|
2022
Q1 | $18.4M | Buy |
|
|||||
|
2021
Q4 | $17.6M | Sell |
|
|||||
|
2021
Q3 | $24.8M | Buy |
|
|||||
|
2021
Q2 | $23.3M | Buy |
|
|||||
|
2021
Q1 | $19.3M | Buy |
|
|||||
|
2020
Q4 | $13.7M | Sell |
|
|||||
|
2020
Q3 | $9.83M | Buy |
|
|||||
|
2020
Q2 | $9.55M | Buy |
|
|||||
|
2020
Q1 | $5.75M | Sell |
|
|||||
|
2019
Q4 | $17.5M | Buy |
|
|||||
|
2019
Q3 | $15.9M | Sell |
|
|||||
|
2019
Q2 | $18.3M | Sell |
|
|||||
|
2019
Q1 | $16.9M | Buy |
|
|||||
|
2018
Q4 | $16.5M | Sell |
|
|||||
|
2018
Q3 | $21.4M | Buy |
|
|||||
|
2018
Q2 | $21.7M | Buy |
|
|||||
|
2018
Q1 | $21.3M | Buy |
|
|||||
|
2017
Q4 | $19.7M | Buy |
|
|||||
|
2017
Q3 | $18.7M | Buy |
|
|||||
|
2017
Q2 | $18.2M | Buy |
|
|||||
|
2017
Q1 | $14.7M | Sell |
|
|||||
|
2016
Q4 | $28.3M | Buy |
|
|||||
|
2016
Q3 | $21.4M | Sell |
|
|||||
|
2016
Q2 | $28.7M | Sell |
|
|||||
|
2016
Q1 | $27M | Sell |
|
|||||
|
2015
Q4 | $33.5M | Sell |
|
|||||
|
2015
Q3 | $36.9M | Buy |
|
|||||
|
2015
Q2 | $36.7M | Buy |
|
|||||
|
2015
Q1 | $31.8M | Buy |
|
|||||
|
2014
Q4 | $30.9M | Buy |
|
|||||
|
2014
Q3 | $29.1M | Buy |
|
|||||
|
2014
Q2 | $13.5M | Buy |
|
|||||
|
2014
Q1 | $14.2M | Buy |
|
|||||
|
2013
Q4 | $11.2M | Buy |
|
|||||
|
2013
Q3 | $9.34M | Buy |
|
|||||
|
2013
Q2 | $7.9M | Buy |
|