Sapience Investments’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 | $3.36M | Sell |
27,073
-807
| -3% | -$100K | 2.24% | 2 |
|
|
2025
Q1 | $3.14M | Sell |
27,880
-4,228
| -13% | -$475K | 2.24% | 4 |
|
|
2024
Q4 | $4M | Sell |
32,108
-5,960
| -16% | -$743K | 2.34% | 3 |
|
|
2024
Q3 | $4.13M | Sell |
38,068
-90
| -0.2% | -$9.77K | 2.04% | 6 |
|
|
2024
Q2 | $3.76M | Sell |
38,158
-20,956
| -35% | -$2.07M | 1.92% | 14 |
|
|
2024
Q1 | $6.17M | Sell |
59,114
-28,220
| -32% | -$2.95M | 2.05% | 10 |
|
|
2023
Q4 | $8.1M | Sell |
87,334
-13,820
| -14% | -$1.28M | 1.93% | 15 |
|
|
2023
Q3 | $7.64M | Sell |
101,154
-22,679
| -18% | -$1.71M | 1.84% | 22 |
|
|
2023
Q2 | $8.99M | Buy |
123,833
+116,083
| +1,498% | +$8.43M | 2.02% | 16 |
|
|
2023
Q1 | $565K | Hold |
7,750
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $655K | Buy |
+7,750
| New | +$655K | 0.14% | 68 |
|
|
2020
Q1 | – | Sell |
-160,880
| Closed | -$11.4M | – | 97 |
|
|
2019
Q4 | $11.4M | Sell |
160,880
-11,320
| -7% | -$803K | 1.59% | 24 |
|
|
2019
Q3 | $11.1M | Sell |
172,200
-300
| -0.2% | -$19.4K | 1.55% | 20 |
|
|
2019
Q2 | $12.6M | Sell |
172,500
-31,635
| -15% | -$2.31M | 1.72% | 15 |
|
|
2019
Q1 | $13.7M | Buy |
204,135
+34,534
| +20% | +$2.33M | 1.83% | 15 |
|
|
2018
Q4 | $11.3M | Buy |
169,601
+61,780
| +57% | +$4.11M | 1.84% | 15 |
|
|
2018
Q3 | $9.16M | Sell |
107,821
-1,350
| -1% | -$115K | 1.12% | 41 |
|
|
2018
Q2 | $9.5M | Sell |
109,171
-36,164
| -25% | -$3.15M | 1.26% | 36 |
|
|
2018
Q1 | $12.5M | Buy |
145,335
+1,150
| +0.8% | +$99K | 1.71% | 20 |
|
|
2017
Q4 | $11.9M | Hold |
144,185
| – | – | 1.61% | 24 |
|
|
2017
Q3 | $11.3M | Buy |
144,185
+5,650
| +4% | +$442K | 1.58% | 24 |
|
|
2017
Q2 | $10.6M | Sell |
138,535
-22,260
| -14% | -$1.7M | 1.67% | 21 |
|
|
2017
Q1 | $11.1M | Buy |
160,795
+88,585
| +123% | +$6.12M | 1.82% | 20 |
|
|
2016
Q4 | $5.24M | Buy |
+72,210
| New | +$5.24M | 1.61% | 26 |
|