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
2026 Q1	$224K	Buy	1,611 +6	+0.4%	+$870	0.05%	61
2025 Q4	$224K	Buy	1,605 +6	+0.4%	+$798	0.05%	58
2025 Q3	$212K	Buy	+1,599	New	+$211K	0.05%	58
2023 Q1	–	Sell	-1,675	Closed	-$142K	–	122
2022 Q4	$142K	Buy	+1,675	New	+$148K	0.05%	52
2021 Q1	–	Sell	-3,786	Closed	-$231K	–	83
2020 Q4	$231K	Buy	+3,786	New	+$204K	0.07%	78
2020 Q1	–	Sell	-3,919	Closed	-$278K	–	77
2019 Q4	$278K	Buy	3,919 +15	+0.4%	+$1K	0.11%	63
2019 Q3	$252K	Sell	3,904 -209	-5%	-$13.9K	0.11%	60
2019 Q2	$301K	Sell	4,113 -215	-5%	-$15.7K	0.14%	55
2019 Q1	$291K	Buy	+4,328	New	+$309K	0.14%	52
2018 Q4	–	Sell	-2,763	Closed	-$235K	–	69
2018 Q3	$235K	Sell	2,763 -96	-3%	-$8.55K	0.12%	61
2018 Q2	$249K	Sell	2,859 -268	-9%	-$24.6K	0.14%	50
2018 Q1	$269K	Buy	3,127 +4	+0.1%	+$344	0.16%	41
2017 Q4	$257K	Buy	3,123 +4	+0.1%	+$322	0.16%	38
2017 Q3	$244K	Sell	3,119 -96	-3%	-$7.13K	0.16%	41
2017 Q2	$249K	Buy	+3,215	New	+$230K	0.18%	42