Rise 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 | $17.8K | Hold |
143
| – | – | 0.01% | 608 |
|
|
2025
Q1 | $16.1K | Sell |
143
-61
| -30% | -$6.85K | 0.01% | 642 |
|
|
2024
Q4 | $25.4K | Buy |
204
+1
| +0.5% | +$125 | 0.01% | 493 |
|
|
2024
Q3 | $22.1K | Buy |
203
+1
| +0.5% | +$109 | 0.01% | 628 |
|
|
2024
Q2 | $20K | Hold |
202
| – | – | 0.01% | 640 |
|
|
2024
Q1 | $21K | Buy |
+202
| New | +$21K | 0.01% | 614 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$438 | – | 807 |
|
|
2023
Q1 | $438 | Buy |
+6
| New | +$438 | ﹤0.01% | 744 |
|