Private Capital Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $66K | Sell |
827
-1,186
| -59% | -$94.7K | 0.05% | 384 |
|
2022
Q1 | $187K | Hold |
2,013
| – | – | 0.04% | 240 |
|
2021
Q4 | $183K | Buy |
2,013
+25
| +1% | +$2.27K | 0.04% | 255 |
|
2021
Q3 | $160K | Hold |
1,988
| – | – | 0.04% | 276 |
|
2021
Q2 | $150K | Sell |
1,988
-60
| -3% | -$4.53K | 0.03% | 285 |
|
2021
Q1 | $155K | Sell |
2,048
-2,977
| -59% | -$225K | 0.04% | 267 |
|
2020
Q4 | $307K | Buy |
5,025
+2,000
| +66% | +$122K | 0.06% | 228 |
|
2020
Q3 | $121K | Buy |
3,025
+1,994
| +193% | +$79.8K | 0.03% | 398 |
|
2020
Q2 | $45K | Buy |
1,031
+915
| +789% | +$39.9K | 0.01% | 772 |
|
2020
Q1 | $4K | Sell |
116
-352
| -75% | -$12.1K | ﹤0.01% | 1563 |
|
2019
Q4 | $33K | Sell |
468
-864
| -65% | -$60.9K | 0.01% | 917 |
|
2019
Q3 | $86K | Buy |
1,332
+1,112
| +505% | +$71.8K | 0.02% | 534 |
|
2019
Q2 | $19K | Sell |
220
-469
| -68% | -$40.5K | ﹤0.01% | 1116 |
|
2019
Q1 | $46K | Hold |
689
| – | – | 0.01% | 819 |
|
2018
Q4 | $46K | Buy |
689
+638
| +1,251% | +$42.6K | 0.01% | 713 |
|
2018
Q3 | $4K | Sell |
51
-169
| -77% | -$13.3K | ﹤0.01% | 1794 |
|
2018
Q2 | $19K | Sell |
220
-579
| -72% | -$50K | ﹤0.01% | 1144 |
|
2018
Q1 | $69K | Buy |
799
+539
| +207% | +$46.5K | 0.02% | 538 |
|
2017
Q4 | $65 | Buy |
+260
| New | +$65 | 0.02% | 579 |
|