RHCA
Rosenthal Henry Capital Advisors’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
35,869
-354
| -1% | -$43.9K | 4.48% | 4 |
|
|
2025
Q1 | $4.07M | Sell |
36,223
-1,086
| -3% | -$122K | 4.11% | 4 |
|
|
2024
Q4 | $4.65M | Hold |
37,309
| – | – | 4.31% | 3 |
|
|
2024
Q3 | $4.05M | Buy |
37,309
+460
| +1% | +$49.9K | 4.06% | 3 |
|
|
2024
Q2 | $3.63M | Hold |
36,849
| – | – | 5.15% | 2 |
|
|
2024
Q1 | $3.85M | Sell |
36,849
-769
| -2% | -$80.3K | 5.17% | 2 |
|
|
2023
Q4 | $3.49M | Sell |
37,618
-1,705
| -4% | -$158K | 3.99% | 3 |
|
|
2023
Q3 | $2.97M | Sell |
39,323
-38,500
| -49% | -$2.91M | 4% | 3 |
|
|
2023
Q2 | $5.65M | Hold |
77,823
| – | – | 7.1% | 2 |
|
|
2023
Q1 | $5.68M | Hold |
77,823
| – | – | 6.38% | 2 |
|
|
2022
Q4 | $6.58M | Hold |
77,823
| – | – | 5.89% | 2 |
|
|
2022
Q3 | $6.35M | Buy |
+77,823
| New | +$6.35M | 5.91% | 2 |
|
|
2022
Q1 | $7.23M | Hold |
77,823
| – | – | 5.67% | 2 |
|
|
2021
Q4 | $7.07M | Sell |
77,823
-4,700
| -6% | -$427K | 5.33% | 4 |
|
|
2021
Q3 | $6.63M | Hold |
82,523
| – | – | 5.01% | 4 |
|
|
2021
Q2 | $6.24M | Hold |
82,523
| – | – | 5.02% | 4 |
|
|
2021
Q1 | $6.26M | Sell |
82,523
-905
| -1% | -$68.6K | 5.05% | 4 |
|
|
2020
Q4 | $5.1M | Buy |
83,428
+7,750
| +10% | +$473K | 5.3% | 2 |
|
|
2020
Q3 | $3.03M | Buy |
75,678
+63,978
| +547% | +$2.56M | 3.85% | 4 |
|
|
2020
Q2 | $510K | Buy |
+11,700
| New | +$510K | 0.66% | 45 |
|