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S.A. Mason’s Wintrust Financial WTFC Stock Holding History

S.A. Mason’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,205
Closed -$248K – 366
2025
Q1 		$248K Hold
2,205
– – 0.13% 150
2024
Q4 		$275K Hold
2,205
– – 0.14% 139
2024
Q3 		$239K Buy
+2,205
New +$239K 0.13% 154