Private Trust Company’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 | $35K | Buy |
282
+35
| +14% | +$4.34K | ﹤0.01% | 1355 |
|
|
2025
Q1 | $27.8K | Buy |
247
+20
| +9% | +$2.25K | ﹤0.01% | 1430 |
|
|
2024
Q4 | $28.3K | Sell |
227
-38
| -14% | -$4.74K | ﹤0.01% | 1367 |
|
|
2024
Q3 | $28.8K | Sell |
265
-13
| -5% | -$1.41K | ﹤0.01% | 1339 |
|
|
2024
Q2 | $27.4K | Sell |
278
-157
| -36% | -$15.5K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $45.4K | Sell |
435
-5
| -1% | -$522 | ﹤0.01% | 1139 |
|
|
2023
Q4 | $40.8K | Buy |
440
+57
| +15% | +$5.29K | ﹤0.01% | 1132 |
|
|
2023
Q3 | $28.9K | Sell |
383
-2
| -0.5% | -$151 | ﹤0.01% | 1215 |
|
|
2023
Q2 | $28K | Sell |
385
-19
| -5% | -$1.38K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $29.5K | Sell |
404
-21
| -5% | -$1.53K | ﹤0.01% | 1180 |
|
|
2022
Q4 | $36K | Buy |
425
+14
| +3% | +$1.19K | 0.01% | 1083 |
|
|
2022
Q3 | $34K | Buy |
411
+135
| +49% | +$11.2K | 0.01% | 1028 |
|
|
2022
Q2 | $22K | Buy |
+276
| New | +$22K | ﹤0.01% | 1207 |
|
|
2014
Q4 | – | Sell |
-80
| Closed | -$4K | – | 1196 |
|
|
2014
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 1398 |
|
|
2014
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 1401 |
|
|
2014
Q1 | $4K | Sell |
80
-12
| -13% | -$600 | ﹤0.01% | 1274 |
|
|
2013
Q4 | $4K | Buy |
92
+19
| +26% | +$826 | ﹤0.01% | 1258 |
|
|
2013
Q3 | $3K | Buy |
73
+38
| +109% | +$1.56K | ﹤0.01% | 1313 |
|
|
2013
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1569 |
|