Simplicity Wealth’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 | $1.25M | Buy |
10,050
+5,008
| +99% | +$621K | 0.05% | 290 |
|
|
2025
Q1 | $567K | Buy |
+5,042
| New | +$567K | 0.04% | 325 |
|
|
2024
Q4 | – | Sell |
-5,011
| Closed | -$544K | – | 522 |
|
|
2024
Q3 | $544K | Buy |
5,011
+11
| +0.2% | +$1.19K | 0.05% | 274 |
|
|
2024
Q2 | $493K | Buy |
+5,000
| New | +$493K | 0.01% | 767 |
|