Richardson Financial Services’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 | $22.7K | Buy |
178
+107
| +151% | +$13.7K | 0.02% | 329 |
|
|
2025
Q1 | $7.99K | Sell |
71
-33
| -32% | -$3.71K | 0.01% | 411 |
|
|
2024
Q4 | $12.9K | Sell |
104
-24
| -19% | -$2.99K | 0.01% | 369 |
|
|
2024
Q3 | $12.6K | Hold |
128
| – | – | 0.01% | 387 |
|
|
2024
Q2 | $12.6K | Buy |
128
+53
| +71% | +$5.22K | 0.01% | 368 |
|
|
2024
Q1 | $7.83K | Sell |
75
-40
| -35% | -$4.18K | 0.01% | 425 |
|
|
2023
Q4 | $10.7K | Buy |
+115
| New | +$10.7K | 0.01% | 303 |
|