Rothschild Investment LLC’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 | $373K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $81.3K | Sell |
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|
2023
Q3 | $233K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $265K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $344K | Hold |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $3.21M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $230K | Hold |
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|
2014
Q4 | $225K | Hold |
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|
2014
Q3 | $215K | Hold |
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|
2014
Q2 | $221K | Hold |
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|
2014
Q1 | $234K | Hold |
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|
2013
Q4 | $222K | Buy |
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