Raymond James Financial Services Advisors’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 | $7.07M | Buy |
65,130
+19,321
| +42% | +$2.1M | 0.01% | 1042 |
|
|
2024
Q2 | $4.51M | Sell |
45,809
-4,777
| -9% | -$471K | 0.01% | 1220 |
|
|
2024
Q1 | $5.28M | Sell |
50,586
-15,030
| -23% | -$1.57M | 0.01% | 1103 |
|
|
2023
Q4 | $6.09M | Sell |
65,616
-10,754
| -14% | -$997K | 0.01% | 977 |
|
|
2023
Q3 | $5.77M | Sell |
76,370
-4,630
| -6% | -$350K | 0.01% | 944 |
|
|
2023
Q2 | $5.88M | Buy |
81,000
+153
| +0.2% | +$11.1K | 0.01% | 935 |
|
|
2023
Q1 | $5.9M | Sell |
80,847
-12,192
| -13% | -$889K | 0.01% | 914 |
|
|
2022
Q4 | $7.86M | Sell |
93,039
-51,206
| -35% | -$4.33M | 0.02% | 755 |
|
|
2022
Q3 | $11.8M | Sell |
144,245
-5,934
| -4% | -$484K | 0.03% | 560 |
|
|
2022
Q2 | $12M | Sell |
150,179
-35,424
| -19% | -$2.84M | 0.03% | 567 |
|
|
2022
Q1 | $17.2M | Buy |
185,603
+43,995
| +31% | +$4.09M | 0.03% | 493 |
|
|
2021
Q4 | $12.9M | Sell |
141,608
-16,260
| -10% | -$1.48M | 0.02% | 583 |
|
|
2021
Q3 | $12.7M | Sell |
157,868
-26,129
| -14% | -$2.1M | 0.03% | 577 |
|
|
2021
Q2 | $13.9M | Buy |
183,997
+20,448
| +13% | +$1.55M | 0.03% | 549 |
|
|
2021
Q1 | $12.4M | Buy |
163,549
+28,293
| +21% | +$2.14M | 0.03% | 542 |
|
|
2020
Q4 | $8.26M | Buy |
135,256
+90,511
| +202% | +$5.53M | 0.02% | 636 |
|
|
2020
Q3 | $1.79M | Sell |
44,745
-2,494
| -5% | -$99.9K | 0.01% | 1228 |
|
|
2020
Q2 | $2.06M | Buy |
47,239
+37,589
| +390% | +$1.64M | 0.01% | 1110 |
|
|
2020
Q1 | $317K | Sell |
9,650
-10,137
| -51% | -$333K | ﹤0.01% | 1822 |
|
|
2019
Q4 | $1.4M | Sell |
19,787
-4,485
| -18% | -$318K | ﹤0.01% | 1352 |
|
|
2019
Q3 | $1.57M | Sell |
24,272
-2,606
| -10% | -$168K | 0.01% | 1236 |
|
|
2019
Q2 | $1.97M | Buy |
26,878
+5,722
| +27% | +$419K | 0.01% | 1123 |
|
|
2019
Q1 | $1.42M | Sell |
21,156
-1,355
| -6% | -$91.2K | 0.01% | 1251 |
|
|
2018
Q4 | $1.5M | Sell |
22,511
-27,158
| -55% | -$1.81M | 0.01% | 1055 |
|
|
2018
Q3 | $4.22M | Sell |
49,669
-3,641
| -7% | -$309K | 0.02% | 712 |
|
|
2018
Q2 | $4.64M | Buy |
53,310
+2,097
| +4% | +$183K | 0.02% | 628 |
|
|
2018
Q1 | $4.41M | Sell |
51,213
-26,438
| -34% | -$2.28M | 0.03% | 605 |
|
|
2017
Q4 | $6.4M | Sell |
77,651
-137,480
| -64% | -$11.3M | 0.04% | 450 |
|
|
2017
Q3 | $16.8M | Sell |
215,131
-20,243
| -9% | -$1.59M | 0.11% | 218 |
|
|
2017
Q2 | $18M | Sell |
235,374
-10,380
| -4% | -$794K | 0.12% | 197 |
|
|
2017
Q1 | $17M | Buy |
245,754
+56,708
| +30% | +$3.92M | 0.13% | 188 |
|
|
2016
Q4 | $13.7M | Buy |
189,046
+170,982
| +947% | +$12.4M | 0.12% | 214 |
|
|
2016
Q3 | $1M | Sell |
18,064
-122
| -0.7% | -$6.78K | 0.01% | 1095 |
|
|
2016
Q2 | $927K | Buy |
+18,186
| New | +$927K | 0.01% | 1086 |
|