Provenance Wealth Advisors’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 | – | Sell |
-13
| Closed | -$1.46K | – | 551 |
|
|
2025
Q1 | $1.46K | Hold |
13
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $1.62K | Hold |
13
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $1.41K | Hold |
13
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $1.28K | Hold |
13
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $1.36K | Hold |
13
| – | – | ﹤0.01% | 448 |
|
|
2023
Q4 | $1.21K | Buy |
13
+1
| +8% | +$93 | ﹤0.01% | 507 |
|
|
2023
Q3 | $906 | Buy |
+12
| New | +$906 | ﹤0.01% | 416 |
|