Smartleaf Asset Management’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.6K | Sell |
483
-34
| -7% | -$4.19K | 0.01% | 1092 |
|
|
2025
Q1 | $58K | Buy |
517
+50
| +11% | +$5.61K | 0.01% | 1075 |
|
|
2024
Q4 | $58.1K | Buy |
467
+71
| +18% | +$8.83K | 0.01% | 1110 |
|
|
2024
Q3 | $42.2K | Buy |
396
+357
| +915% | +$38K | 0.01% | 978 |
|
|
2024
Q2 | $3.73K | Sell |
39
-1,621
| -98% | -$155K | ﹤0.01% | 1949 |
|
|
2024
Q1 | $174K | Buy |
+1,660
| New | +$174K | 0.03% | 393 |
|