Raymond James Trust’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $208K | Sell |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $236K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $223K | Buy |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $307K | Sell |
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|
2017
Q4 | $387K | Sell |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $243K | Buy |
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