Shell Asset Management’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 | $370K | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $392K | Sell |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $753K | Sell |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $743K | Sell |
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|
2021
Q2 | $729K | Buy |
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|
2021
Q1 | $691K | Sell |
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|
2020
Q4 | $560K | Hold |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $665K | Sell |
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|
2019
Q3 | $623K | Sell |
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|
2019
Q2 | $711K | Sell |
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|
2019
Q1 | $670K | Hold |
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|
2018
Q4 | $662K | Sell |
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|
2018
Q3 | $922K | Hold |
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|
2018
Q2 | $944K | Sell |
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|
2018
Q1 | $984K | Hold |
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|
2017
Q4 | $942K | Hold |
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|
2017
Q3 | $895K | Sell |
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|
2017
Q2 | $897K | Hold |
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|
2017
Q1 | $811K | Buy |
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