SJS Investment Consulting’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 | $1.12K | Sell |
9
-6
| -40% | -$744 | ﹤0.01% | 790 |
|
|
2025
Q1 | $1.69K | Hold |
15
| – | – | ﹤0.01% | 800 |
|
|
2024
Q4 | $1.87K | Sell |
15
-3
| -17% | -$374 | ﹤0.01% | 730 |
|
|
2024
Q3 | $1.95K | Hold |
18
| – | – | ﹤0.01% | 800 |
|
|
2024
Q2 | $1.78K | Hold |
18
| – | – | ﹤0.01% | 776 |
|
|
2024
Q1 | $1.88K | Hold |
18
| – | – | ﹤0.01% | 782 |
|
|
2023
Q4 | $1.67K | Buy |
18
+2
| +13% | +$186 | ﹤0.01% | 740 |
|
|
2023
Q3 | $1.21K | Buy |
16
+3
| +23% | +$227 | ﹤0.01% | 852 |
|
|
2023
Q2 | $945 | Buy |
13
+7
| +117% | +$509 | ﹤0.01% | 922 |
|
|
2023
Q1 | $438 | Sell |
6
-13
| -68% | -$949 | ﹤0.01% | 1191 |
|
|
2022
Q4 | $1.61K | Buy |
19
+1
| +6% | +$85 | ﹤0.01% | 729 |
|
|
2022
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 563 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1396 |
|