Principal Securities’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 | $797K | Buy |
6,429
+5,718
| +804% | +$709K | 0.02% | 680 |
|
|
2025
Q1 | $88.7K | Hold |
711
| – | – | ﹤0.01% | 1490 |
|
|
2024
Q4 | $88.7K | Buy |
711
+26
| +4% | +$3.24K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $74.3K | Sell |
685
-97
| -12% | -$10.5K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $77.1K | Buy |
782
+203
| +35% | +$20K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $60.4K | Sell |
579
-62
| -10% | -$6.47K | ﹤0.01% | 1486 |
|
|
2023
Q4 | $59.5K | Buy |
+641
| New | +$59.5K | ﹤0.01% | 1409 |
|