Steward Partners Investment Advisory’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $452K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $442K | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $91.3K | Sell |
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|
2023
Q2 | $113K | Buy |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $12.3M | Sell |
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|
2022
Q3 | $12.8M | Sell |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $14.7M | Buy |
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|
2021
Q4 | $7.13M | Buy |
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|
2021
Q3 | $5.14M | Buy |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $3.68M | Buy |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Buy |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $8K | Sell |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $21K | Hold |
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|
2017
Q4 | $20K | Sell |
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|
2017
Q3 | $70K | Hold |
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|
2017
Q2 | $68K | Buy |
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|
2017
Q1 | $54K | Buy |
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