Raymond James & Associates’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.7M | Buy |
218,733
+10,789
| +5% | +$1.17M | 0.01% | 730 |
|
|
2024
Q2 | $20.5M | Buy |
207,944
+5,563
| +3% | +$548K | 0.01% | 768 |
|
|
2024
Q1 | $21.1M | Buy |
202,381
+64,256
| +47% | +$6.71M | 0.01% | 750 |
|
|
2023
Q4 | $12.8M | Buy |
138,125
+6,799
| +5% | +$631K | 0.01% | 955 |
|
|
2023
Q3 | $9.92M | Sell |
131,326
-34,729
| -21% | -$2.62M | 0.01% | 1036 |
|
|
2023
Q2 | $12.1M | Buy |
166,055
+5,644
| +4% | +$410K | 0.01% | 952 |
|
|
2023
Q1 | $11.7M | Buy |
160,411
+41,814
| +35% | +$3.05M | 0.01% | 941 |
|
|
2022
Q4 | $10M | Sell |
118,597
-12,790
| -10% | -$1.08M | 0.01% | 997 |
|
|
2022
Q3 | $10.7M | Sell |
131,387
-19,559
| -13% | -$1.6M | 0.01% | 920 |
|
|
2022
Q2 | $12.1M | Buy |
150,946
+1,454
| +1% | +$117K | 0.01% | 866 |
|
|
2022
Q1 | $13.9M | Sell |
149,492
-2,940
| -2% | -$273K | 0.01% | 894 |
|
|
2021
Q4 | $13.8M | Sell |
152,432
-51,454
| -25% | -$4.67M | 0.01% | 926 |
|
|
2021
Q3 | $16.4M | Sell |
203,886
-135,357
| -40% | -$10.9M | 0.01% | 812 |
|
|
2021
Q2 | $25.7M | Buy |
339,243
+29,619
| +10% | +$2.24M | 0.02% | 589 |
|
|
2021
Q1 | $23.5M | Sell |
309,624
-33,541
| -10% | -$2.54M | 0.02% | 594 |
|
|
2020
Q4 | $21M | Buy |
343,165
+285,566
| +496% | +$17.4M | 0.02% | 595 |
|
|
2020
Q3 | $2.31M | Sell |
57,599
-3,890
| -6% | -$156K | ﹤0.01% | 1657 |
|
|
2020
Q2 | $2.68M | Buy |
61,489
+49,727
| +423% | +$2.17M | ﹤0.01% | 1551 |
|
|
2020
Q1 | $387K | Sell |
11,762
-9,758
| -45% | -$321K | ﹤0.01% | 2591 |
|
|
2019
Q4 | $1.53M | Sell |
21,520
-10,905
| -34% | -$773K | ﹤0.01% | 2003 |
|
|
2019
Q3 | $2.1M | Sell |
32,425
-30,529
| -48% | -$1.97M | ﹤0.01% | 1747 |
|
|
2019
Q2 | $4.61M | Buy |
62,954
+19,978
| +46% | +$1.46M | 0.01% | 1258 |
|
|
2019
Q1 | $2.89M | Sell |
42,976
-56,796
| -57% | -$3.82M | ﹤0.01% | 1534 |
|
|
2018
Q4 | $6.63M | Sell |
99,772
-10,275
| -9% | -$683K | 0.01% | 961 |
|
|
2018
Q3 | $9.35M | Sell |
110,047
-635
| -0.6% | -$53.9K | 0.01% | 865 |
|
|
2018
Q2 | $9.64M | Buy |
110,682
+1,516
| +1% | +$132K | 0.02% | 832 |
|
|
2018
Q1 | $9.39M | Sell |
109,166
-82,967
| -43% | -$7.14M | 0.02% | 811 |
|
|
2017
Q4 | $15.8M | Sell |
192,133
-87,858
| -31% | -$7.24M | 0.03% | 559 |
|
|
2017
Q3 | $21.9M | Sell |
279,991
-25,384
| -8% | -$1.99M | 0.04% | 416 |
|
|
2017
Q2 | $23.3M | Buy |
305,375
+60,451
| +25% | +$4.62M | 0.05% | 366 |
|
|
2017
Q1 | $16.9M | Buy |
244,924
+33,738
| +16% | +$2.33M | 0.04% | 459 |
|
|
2016
Q4 | $15.3M | Buy |
211,186
+157,874
| +296% | +$11.5M | 0.04% | 463 |
|
|
2016
Q3 | $2.96M | Sell |
53,312
-25,458
| -32% | -$1.41M | 0.01% | 1237 |
|
|
2016
Q2 | $4.02M | Buy |
78,770
+37,806
| +92% | +$1.93M | 0.01% | 972 |
|
|
2016
Q1 | $1.82M | Sell |
40,964
-4,881
| -11% | -$216K | 0.01% | 1327 |
|
|
2015
Q4 | $2.22M | Buy |
45,845
+12,872
| +39% | +$624K | 0.01% | 1208 |
|
|
2015
Q3 | $1.76M | Buy |
32,973
+2,199
| +7% | +$118K | 0.01% | 1290 |
|
|
2015
Q2 | $1.64M | Buy |
+30,774
| New | +$1.64M | 0.01% | 1437 |
|