Simplex Trading’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 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 2198 |
|
|
2025
Q1 | – | Sell |
-6,196
| Closed | -$772K | – | 4204 |
|
|
2024
Q4 | $772K | Buy |
+6,196
| New | +$772K | ﹤0.01% | 532 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4206 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4210 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4247 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4200 |
|
|
2023
Q2 | – | Sell |
-151
| Closed | -$11K | – | 4235 |
|
|
2023
Q1 | $11K | Sell |
151
-747
| -83% | -$54.4K | ﹤0.01% | 1710 |
|
|
2022
Q4 | $75K | Buy |
898
+137
| +18% | +$11.4K | ﹤0.01% | 1135 |
|
|
2022
Q3 | $62K | Sell |
761
-2,117
| -74% | -$172K | ﹤0.01% | 1333 |
|
|
2022
Q2 | $230K | Buy |
2,878
+2,858
| +14,290% | +$228K | ﹤0.01% | 815 |
|
|
2022
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2710 |
|
|
2021
Q4 | – | Sell |
-7,030
| Closed | -$536K | – | 4417 |
|
|
2021
Q3 | $536K | Sell |
7,030
-200
| -3% | -$15.2K | ﹤0.01% | 814 |
|
|
2021
Q2 | $546K | Buy |
+7,230
| New | +$546K | ﹤0.01% | 815 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3837 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3517 |
|
|
2020
Q3 | – | Sell |
-1,609
| Closed | -$70K | – | 3352 |
|
|
2020
Q2 | $70K | Sell |
1,609
-261
| -14% | -$11.4K | ﹤0.01% | 1128 |
|
|
2020
Q1 | $61K | Buy |
1,870
+738
| +65% | +$24.1K | ﹤0.01% | 1139 |
|
|
2019
Q4 | $80K | Buy |
1,132
+506
| +81% | +$35.8K | ﹤0.01% | 1086 |
|
|
2019
Q3 | $40K | Sell |
626
-1,397
| -69% | -$89.3K | ﹤0.01% | 1158 |
|
|
2019
Q2 | $148K | Sell |
2,023
-1,632
| -45% | -$119K | ﹤0.01% | 767 |
|
|
2019
Q1 | $246K | Buy |
+3,655
| New | +$246K | ﹤0.01% | 609 |
|
|
2018
Q4 | – | Sell |
-3,563
| Closed | -$302K | – | 3023 |
|
|
2018
Q3 | $302K | Buy |
+3,563
| New | +$302K | ﹤0.01% | 628 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | – | – | 2966 |
|
|
2017
Q4 | $0 | Sell |
11
-4,629
| -100% | – | ﹤0.01% | 2907 |
|
|
2017
Q3 | $363K | Buy |
4,640
+2,285
| +97% | +$179K | 0.01% | 480 |
|
|
2017
Q2 | $180K | Buy |
+2,355
| New | +$180K | 0.01% | 672 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2849 |
|
|
2016
Q4 | – | Sell |
-14
| Closed | – | – | 2828 |
|
|
2016
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 2803 |
|