Shaker 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 | $3.27M | Sell |
26,335
-1,673
| -6% | -$207K | 1.34% | 28 |
|
|
2025
Q1 | $3.15M | Sell |
28,008
-689
| -2% | -$77.5K | 1.52% | 23 |
|
|
2024
Q4 | $3.58M | Sell |
28,697
-231
| -0.8% | -$28.8K | 1.5% | 22 |
|
|
2024
Q3 | $3.14M | Buy |
28,928
+96
| +0.3% | +$10.4K | 1.31% | 27 |
|
|
2024
Q2 | $2.84M | Sell |
28,832
-5,424
| -16% | -$535K | 1.24% | 28 |
|
|
2024
Q1 | $3.58M | Buy |
34,256
+112
| +0.3% | +$11.7K | 1.51% | 17 |
|
|
2023
Q4 | $3.17M | Buy |
34,144
+9
| +0% | +$835 | 1.48% | 23 |
|
|
2023
Q3 | $2.58M | Buy |
34,135
+17,041
| +100% | +$1.29M | 1.42% | 27 |
|
|
2023
Q2 | $1.24M | Sell |
17,094
-2,252
| -12% | -$164K | 0.63% | 53 |
|
|
2023
Q1 | $1.41M | Buy |
+19,346
| New | +$1.41M | 0.79% | 45 |
|