Riverpoint Wealth Management Holdings’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $142K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $235K | Sell |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $257K | Buy |
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|
2017
Q3 | $244K | Sell |
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|
2017
Q2 | $249K | Buy |
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