Principal Financial Group’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 | $152M | Buy |
1,225,079
+12,989
| +1% | +$1.61M | 0.08% | 214 |
|
|
2025
Q1 | $136M | Sell |
1,212,090
-89,102
| -7% | -$10M | 0.08% | 217 |
|
|
2024
Q4 | $162M | Sell |
1,301,192
-7,062
| -0.5% | -$881K | 0.09% | 198 |
|
|
2024
Q3 | $142M | Buy |
1,308,254
+133,311
| +11% | +$14.5M | 0.08% | 222 |
|
|
2024
Q2 | $116M | Sell |
1,174,943
-155,320
| -12% | -$15.3M | 0.07% | 230 |
|
|
2024
Q1 | $139M | Buy |
1,330,263
+469,640
| +55% | +$49M | 0.08% | 210 |
|
|
2023
Q4 | $79.8M | Buy |
860,623
+497,065
| +137% | +$46.1M | 0.05% | 307 |
|
|
2023
Q3 | $27.4M | Buy |
363,558
+133,809
| +58% | +$10.1M | 0.02% | 631 |
|
|
2023
Q2 | $16.7M | Sell |
229,749
-10,662
| -4% | -$774K | 0.01% | 954 |
|
|
2023
Q1 | $17.5M | Sell |
240,411
-19,271
| -7% | -$1.41M | 0.01% | 927 |
|
|
2022
Q4 | $21.9M | Buy |
259,682
+22,950
| +10% | +$1.94M | 0.02% | 761 |
|
|
2022
Q3 | $19.3M | Sell |
236,732
-4,532
| -2% | -$370K | 0.02% | 792 |
|
|
2022
Q2 | $19.3M | Buy |
241,264
+43,127
| +22% | +$3.46M | 0.01% | 835 |
|
|
2022
Q1 | $18.4M | Buy |
198,137
+4,391
| +2% | +$408K | 0.01% | 976 |
|
|
2021
Q4 | $17.6M | Sell |
193,746
-114,379
| -37% | -$10.4M | 0.01% | 1046 |
|
|
2021
Q3 | $24.8M | Buy |
308,125
+412
| +0.1% | +$33.1K | 0.02% | 778 |
|
|
2021
Q2 | $23.3M | Buy |
307,713
+52,770
| +21% | +$3.99M | 0.02% | 856 |
|
|
2021
Q1 | $19.3M | Buy |
254,943
+30,786
| +14% | +$2.33M | 0.01% | 942 |
|
|
2020
Q4 | $13.7M | Sell |
224,157
-21,188
| -9% | -$1.29M | 0.01% | 1042 |
|
|
2020
Q3 | $9.83M | Buy |
245,345
+26,416
| +12% | +$1.06M | 0.01% | 1084 |
|
|
2020
Q2 | $9.55M | Buy |
218,929
+43,865
| +25% | +$1.91M | 0.01% | 1085 |
|
|
2020
Q1 | $5.75M | Sell |
175,064
-72,381
| -29% | -$2.38M | 0.01% | 1213 |
|
|
2019
Q4 | $17.5M | Buy |
247,445
+1,113
| +0.5% | +$78.9K | 0.01% | 897 |
|
|
2019
Q3 | $15.9M | Sell |
246,332
-4,249
| -2% | -$275K | 0.01% | 937 |
|
|
2019
Q2 | $18.3M | Sell |
250,581
-44
| -0% | -$3.22K | 0.02% | 829 |
|
|
2019
Q1 | $16.9M | Buy |
250,625
+2,162
| +0.9% | +$146K | 0.02% | 903 |
|
|
2018
Q4 | $16.5M | Sell |
248,463
-3,884
| -2% | -$258K | 0.02% | 829 |
|
|
2018
Q3 | $21.4M | Buy |
252,347
+2,768
| +1% | +$235K | 0.02% | 807 |
|
|
2018
Q2 | $21.7M | Buy |
249,579
+2,381
| +1% | +$207K | 0.02% | 774 |
|
|
2018
Q1 | $21.3M | Buy |
247,198
+7,556
| +3% | +$650K | 0.02% | 752 |
|
|
2017
Q4 | $19.7M | Buy |
239,642
+519
| +0.2% | +$42.7K | 0.02% | 831 |
|
|
2017
Q3 | $18.7M | Buy |
239,123
+1,016
| +0.4% | +$79.6K | 0.02% | 827 |
|
|
2017
Q2 | $18.2M | Buy |
238,107
+25,798
| +12% | +$1.97M | 0.02% | 820 |
|
|
2017
Q1 | $14.7M | Sell |
212,309
-178,123
| -46% | -$12.3M | 0.02% | 930 |
|
|
2016
Q4 | $28.3M | Buy |
390,432
+6,220
| +2% | +$451K | 0.04% | 526 |
|
|
2016
Q3 | $21.4M | Sell |
384,212
-178,531
| -32% | -$9.92M | 0.03% | 614 |
|
|
2016
Q2 | $28.7M | Sell |
562,743
-45,799
| -8% | -$2.34M | 0.04% | 454 |
|
|
2016
Q1 | $27M | Sell |
608,542
-81,495
| -12% | -$3.61M | 0.04% | 452 |
|
|
2015
Q4 | $33.5M | Sell |
690,037
-1,271
| -0.2% | -$61.7K | 0.05% | 359 |
|
|
2015
Q3 | $36.9M | Buy |
691,308
+4,366
| +0.6% | +$233K | 0.06% | 320 |
|
|
2015
Q2 | $36.7M | Buy |
686,942
+20,866
| +3% | +$1.11M | 0.05% | 340 |
|
|
2015
Q1 | $31.8M | Buy |
666,076
+5,989
| +0.9% | +$286K | 0.05% | 383 |
|
|
2014
Q4 | $30.9M | Buy |
660,087
+7,940
| +1% | +$371K | 0.05% | 381 |
|
|
2014
Q3 | $29.1M | Buy |
652,147
+358,972
| +122% | +$16M | 0.05% | 371 |
|
|
2014
Q2 | $13.5M | Buy |
293,175
+1,138
| +0.4% | +$52.4K | 0.02% | 738 |
|
|
2014
Q1 | $14.2M | Buy |
292,037
+48,562
| +20% | +$2.36M | 0.03% | 689 |
|
|
2013
Q4 | $11.2M | Buy |
243,475
+15,982
| +7% | +$737K | 0.02% | 802 |
|
|
2013
Q3 | $9.34M | Buy |
227,493
+21,174
| +10% | +$870K | 0.02% | 844 |
|
|
2013
Q2 | $7.9M | Buy |
+206,319
| New | +$7.9M | 0.02% | 900 |
|