Rosenthal Henry Capital Advisors’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
Q2 | $4.45M | Sell |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $4.65M | Hold |
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|
2024
Q3 | $4.05M | Buy |
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|
2024
Q2 | $3.63M | Hold |
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|
2024
Q1 | $3.85M | Sell |
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|
2023
Q4 | $3.49M | Sell |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $5.65M | Hold |
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|
2023
Q1 | $5.68M | Hold |
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|
2022
Q4 | $6.58M | Hold |
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|
2022
Q3 | $6.35M | Buy |
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|
2022
Q1 | $7.23M | Hold |
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|
2021
Q4 | $7.07M | Sell |
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|
2021
Q3 | $6.63M | Hold |
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|
2021
Q2 | $6.24M | Hold |
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|
2021
Q1 | $6.26M | Sell |
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|
2020
Q4 | $5.1M | Buy |
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|
2020
Q3 | $3.03M | Buy |
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|
2020
Q2 | $510K | Buy |
|