Sound Income Strategies’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 | $7.11K | Hold |
57
| – | – | ﹤0.01% | 1020 |
|
|
2025
Q1 | $6.42K | Hold |
57
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q4 | $7.09K | Hold |
57
| – | – | ﹤0.01% | 927 |
|
|
2024
Q3 | $6.15K | Buy |
57
+1
| +2% | +$108 | ﹤0.01% | 903 |
|
|
2024
Q2 | $5.56K | Buy |
56
+1
| +2% | +$99 | ﹤0.01% | 916 |
|
|
2024
Q1 | $5.76K | Hold |
55
| – | – | ﹤0.01% | 881 |
|
|
2023
Q4 | $5.09K | Hold |
55
| – | – | ﹤0.01% | 893 |
|
|
2023
Q3 | $4.13K | Buy |
55
+1
| +2% | +$75 | ﹤0.01% | 787 |
|
|
2023
Q2 | $3.95K | Hold |
54
| – | – | ﹤0.01% | 783 |
|
|
2023
Q1 | $3.97K | Hold |
54
| – | – | ﹤0.01% | 731 |
|
|
2022
Q4 | $4.6K | Hold |
54
| – | – | ﹤0.01% | 659 |
|
|
2022
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 633 |
|
|
2022
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 634 |
|
|
2022
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 606 |
|
|
2021
Q4 | $5K | Hold |
54
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 617 |
|
|
2021
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 648 |
|
|
2021
Q1 | $4.09K | Buy |
+54
| New | +$4.09K | ﹤0.01% | 658 |
|