Rise Advisors’s Wintrust Financial WTFC Stock Holding History

Rise Advisors’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.1K	Buy
2025 Q2	$17.8K	Hold
2025 Q1	$16.1K	Sell
2024 Q4	$25.4K	Buy
2024 Q3	$22.1K	Buy
2024 Q2	$20K	Hold
2024 Q1	$21K	Buy
2023 Q2	–	Sell
2023 Q1	$438	Buy