Shelton Capital Management’s Wintrust Financial WTFC Stock Holding History

Shelton Capital Management’s Portfolio WTFC Stock Details WTFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$307K	Sell	2,208 -150	-6%	-$21.7K	0.01%	509
2025 Q4	$330K	Hold	2,358	–	–	0.01%	463
2025 Q3	$312K	Hold	2,358	–	–	0.01%	495
2025 Q2	$292K	Sell	2,358 -61	-3%	-$7K	0.01%	499
2025 Q1	$272K	Sell	2,419 -76	-3%	-$9.39K	0.01%	515
2024 Q4	$311K	Hold	2,495	–	–	0.01%	487
2024 Q3	$271K	Sell	2,495 -106	-4%	-$11.1K	0.01%	552
2024 Q2	$256K	Sell	2,601 -185	-7%	-$18.1K	0.01%	558
2024 Q1	$291K	Sell	2,786 -59	-2%	-$5.7K	0.01%	546
2023 Q4	$264K	Sell	2,845 -256	-8%	-$21.2K	0.01%	561
2023 Q3	$234K	Buy	3,101 +78	+3%	+$6.14K	0.01%	581
2023 Q2	$220K	Hold	3,023	–	–	0.01%	654
2023 Q1	$221K	Hold	3,023	–	–	0.01%	636
2022 Q4	$256K	Hold	3,023	–	–	0.03%	515
2022 Q3	$247K	Hold	3,023	–	–	0.01%	533
2022 Q2	$242K	Hold	3,023	–	–	0.01%	584
2022 Q1	$281K	Hold	3,023	–	–	0.01%	594
2021 Q4	$275K	Sell	3,023 -171	-5%	-$15.3K	0.01%	606
2021 Q3	$257K	Hold	3,194	–	–	0.01%	633
2021 Q2	$242K	Hold	3,194	–	–	0.01%	681
2021 Q1	$242K	Sell	3,194 -244	-7%	-$17.4K	0.01%	660
2020 Q4	$210K	Buy	+3,438	New	+$185K	0.01%	668
2020 Q1	–	Sell	-3,775	Closed	-$268K	–	839
2019 Q4	$268K	Hold	3,775	–	–	0.01%	587
2019 Q3	$244K	Sell	3,775 -278	-7%	-$18.4K	0.01%	639
2019 Q2	$297K	Buy	4,053 +3,780	+1,385%	+$276K	0.02%	537
2019 Q1	$4.05K	Sell	273 -3,780	-93%	-$270K	0.02%	634
2018 Q4	$269K	Hold	4,053	–	–	0.02%	525
2018 Q3	$344K	Hold	4,053	–	–	0.02%	517
2018 Q2	$353K	Hold	4,053	–	–	0.02%	485
2018 Q1	$349K	Hold	4,053	–	–	0.02%	490
2017 Q4	$334K	Hold	4,053	–	–	0.02%	529
2017 Q3	$317K	Hold	4,053	–	–	0.02%	537
2017 Q2	$310K	Sell	4,053 -703	-15%	-$50.3K	0.02%	552
2017 Q1	$329K	Buy	4,756 +699	+17%	+$50.2K	0.02%	530
2016 Q4	$294K	Hold	4,057	–	–	0.02%	624
2016 Q3	$225K	Hold	4,057	–	–	0.02%	696
2016 Q2	$207K	Buy	+4,057	New	+$203K	0.02%	703