Shelton Capital Management’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 | $292K | Sell |
2,358
-61
| -3% | -$7.56K | 0.01% | 499 |
|
|
2025
Q1 | $272K | Sell |
2,419
-76
| -3% | -$8.55K | 0.01% | 512 |
|
|
2024
Q4 | $311K | Hold |
2,495
| – | – | 0.01% | 486 |
|
|
2024
Q3 | $271K | Sell |
2,495
-106
| -4% | -$11.5K | 0.01% | 552 |
|
|
2024
Q2 | $256K | Sell |
2,601
-185
| -7% | -$18.2K | 0.01% | 550 |
|
|
2024
Q1 | $291K | Sell |
2,786
-59
| -2% | -$6.16K | 0.01% | 536 |
|
|
2023
Q4 | $264K | Sell |
2,845
-256
| -8% | -$23.7K | 0.01% | 552 |
|
|
2023
Q3 | $234K | Buy |
3,101
+78
| +3% | +$5.89K | 0.01% | 576 |
|
|
2023
Q2 | $220K | Hold |
3,023
| – | – | 0.01% | 648 |
|
|
2023
Q1 | $221K | Hold |
3,023
| – | – | 0.01% | 630 |
|
|
2022
Q4 | $256K | Hold |
3,023
| – | – | 0.03% | 511 |
|
|
2022
Q3 | $247K | Hold |
3,023
| – | – | 0.01% | 531 |
|
|
2022
Q2 | $242K | Hold |
3,023
| – | – | 0.01% | 581 |
|
|
2022
Q1 | $281K | Hold |
3,023
| – | – | 0.01% | 581 |
|
|
2021
Q4 | $275K | Sell |
3,023
-171
| -5% | -$15.6K | 0.01% | 602 |
|
|
2021
Q3 | $257K | Hold |
3,194
| – | – | 0.01% | 630 |
|
|
2021
Q2 | $242K | Hold |
3,194
| – | – | 0.01% | 678 |
|
|
2021
Q1 | $242K | Sell |
3,194
-244
| -7% | -$18.5K | 0.01% | 657 |
|
|
2020
Q4 | $210K | Buy |
+3,438
| New | +$210K | 0.01% | 660 |
|
|
2020
Q1 | – | Sell |
-3,775
| Closed | -$268K | – | 831 |
|
|
2019
Q4 | $268K | Hold |
3,775
| – | – | 0.01% | 583 |
|
|
2019
Q3 | $244K | Sell |
3,775
-278
| -7% | -$18K | 0.01% | 634 |
|
|
2019
Q2 | $297K | Buy |
4,053
+3,780
| +1,385% | +$277K | 0.02% | 532 |
|
|
2019
Q1 | $4.05K | Sell |
273
-3,780
| -93% | -$56.1K | 0.02% | 633 |
|
|
2018
Q4 | $269K | Hold |
4,053
| – | – | 0.02% | 521 |
|
|
2018
Q3 | $344K | Hold |
4,053
| – | – | 0.02% | 513 |
|
|
2018
Q2 | $353K | Hold |
4,053
| – | – | 0.02% | 482 |
|
|
2018
Q1 | $349K | Hold |
4,053
| – | – | 0.02% | 488 |
|
|
2017
Q4 | $334K | Hold |
4,053
| – | – | 0.02% | 525 |
|
|
2017
Q3 | $317K | Hold |
4,053
| – | – | 0.02% | 533 |
|
|
2017
Q2 | $310K | Sell |
4,053
-703
| -15% | -$53.8K | 0.02% | 552 |
|
|
2017
Q1 | $329K | Buy |
4,756
+699
| +17% | +$48.4K | 0.02% | 526 |
|
|
2016
Q4 | $294K | Hold |
4,057
| – | – | 0.02% | 620 |
|
|
2016
Q3 | $225K | Hold |
4,057
| – | – | 0.02% | 692 |
|
|
2016
Q2 | $207K | Buy |
+4,057
| New | +$207K | 0.02% | 699 |
|