Rothschild Investment LLC’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,006
-78
| -3% | -$9.67K | 0.02% | 392 |
|
|
2025
Q1 | $347K | Buy |
3,084
+1
| +0% | +$112 | 0.02% | 395 |
|
|
2024
Q4 | $384K | Hold |
3,083
| – | – | 0.03% | 388 |
|
|
2024
Q3 | $335K | Hold |
3,083
| – | – | 0.02% | 413 |
|
|
2024
Q2 | $304K | Hold |
3,083
| – | – | 0.02% | 420 |
|
|
2024
Q1 | $322K | Buy |
3,083
+2,206
| +252% | +$230K | 0.02% | 393 |
|
|
2023
Q4 | $81.3K | Sell |
877
-2,206
| -72% | -$205K | 0.01% | 575 |
|
|
2023
Q3 | $233K | Hold |
3,083
| – | – | 0.02% | 423 |
|
|
2023
Q2 | $224K | Hold |
3,083
| – | – | 0.02% | 440 |
|
|
2023
Q1 | $225K | Hold |
3,083
| – | – | 0.02% | 432 |
|
|
2022
Q4 | $260K | Sell |
3,083
-157
| -5% | -$13.2K | 0.02% | 397 |
|
|
2022
Q3 | $265K | Sell |
3,240
-120
| -4% | -$9.82K | 0.03% | 386 |
|
|
2022
Q2 | $270K | Buy |
3,360
+335
| +11% | +$26.9K | 0.02% | 385 |
|
|
2022
Q1 | $281K | Sell |
3,025
-761
| -20% | -$70.7K | 0.02% | 403 |
|
|
2021
Q4 | $344K | Hold |
3,786
| – | – | 0.03% | 381 |
|
|
2021
Q3 | $304K | Buy |
3,786
+43
| +1% | +$3.45K | 0.03% | 385 |
|
|
2021
Q2 | $283K | Hold |
3,743
| – | – | 0.02% | 406 |
|
|
2021
Q1 | $284K | Buy |
3,743
+389
| +12% | +$29.5K | 0.02% | 393 |
|
|
2020
Q4 | $205K | Buy |
+3,354
| New | +$205K | 0.02% | 420 |
|
|
2020
Q3 | – | Sell |
-6,500
| Closed | -$283K | – | 453 |
|
|
2020
Q2 | $283K | Sell |
6,500
-36,690
| -85% | -$1.6M | 0.03% | 321 |
|
|
2020
Q1 | $1.42M | Sell |
43,190
-2,145
| -5% | -$70.5K | 0.19% | 126 |
|
|
2019
Q4 | $3.21M | Buy |
+45,335
| New | +$3.21M | 0.32% | 85 |
|
|
2015
Q2 | – | Sell |
-4,815
| Closed | -$230K | – | 522 |
|
|
2015
Q1 | $230K | Hold |
4,815
| – | – | 0.03% | 429 |
|
|
2014
Q4 | $225K | Hold |
4,815
| – | – | 0.03% | 437 |
|
|
2014
Q3 | $215K | Hold |
4,815
| – | – | 0.03% | 440 |
|
|
2014
Q2 | $221K | Hold |
4,815
| – | – | 0.03% | 376 |
|
|
2014
Q1 | $234K | Hold |
4,815
| – | – | 0.03% | 363 |
|
|
2013
Q4 | $222K | Buy |
+4,815
| New | +$222K | 0.03% | 368 |
|