Steward Partners Investment Advisory’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 | $452K | Buy |
3,644
+144
| +4% | +$17.9K | ﹤0.01% | 1350 |
|
|
2025
Q1 | $394K | Sell |
3,500
-43
| -1% | -$4.84K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $442K | Sell |
3,543
-694
| -16% | -$86.5K | ﹤0.01% | 1223 |
|
|
2024
Q3 | $460K | Sell |
4,237
-426
| -9% | -$46.2K | ﹤0.01% | 1146 |
|
|
2024
Q2 | $460K | Buy |
4,663
+1,792
| +62% | +$177K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $300K | Buy |
2,871
+1,669
| +139% | +$174K | ﹤0.01% | 1256 |
|
|
2023
Q4 | $111K | Sell |
1,202
-8
| -0.7% | -$742 | ﹤0.01% | 1633 |
|
|
2023
Q3 | $91.3K | Sell |
1,210
-349
| -22% | -$26.3K | ﹤0.01% | 1620 |
|
|
2023
Q2 | $113K | Buy |
1,559
+4
| +0.3% | +$291 | ﹤0.01% | 1528 |
|
|
2023
Q1 | $113K | Sell |
1,555
-143,768
| -99% | -$10.5M | ﹤0.01% | 1529 |
|
|
2022
Q4 | $12.3M | Sell |
145,323
-11,311
| -7% | -$956K | 0.21% | 120 |
|
|
2022
Q3 | $12.8M | Sell |
156,634
-4,959
| -3% | -$404K | 0.24% | 96 |
|
|
2022
Q2 | $13M | Buy |
161,593
+3,299
| +2% | +$264K | 0.24% | 103 |
|
|
2022
Q1 | $14.7M | Buy |
158,294
+79,757
| +102% | +$7.41M | 0.23% | 102 |
|
|
2021
Q4 | $7.13M | Buy |
78,537
+14,564
| +23% | +$1.32M | 0.11% | 204 |
|
|
2021
Q3 | $5.14M | Buy |
63,973
+1,083
| +2% | +$87K | 0.09% | 251 |
|
|
2021
Q2 | $4.76M | Sell |
62,890
-2,214
| -3% | -$167K | 0.08% | 257 |
|
|
2021
Q1 | $4.93M | Buy |
65,104
+4,860
| +8% | +$368K | 0.09% | 245 |
|
|
2020
Q4 | $3.68M | Buy |
60,244
+60,118
| +47,713% | +$3.67M | 0.08% | 253 |
|
|
2020
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q2 | $5K | Buy |
126
+1
| +0.8% | +$40 | ﹤0.01% | 2297 |
|
|
2020
Q1 | $4K | Hold |
125
| – | – | ﹤0.01% | 2168 |
|
|
2019
Q4 | $8K | Sell |
125
-25
| -17% | -$1.6K | ﹤0.01% | 2115 |
|
|
2019
Q3 | $9K | Sell |
150
-123
| -45% | -$7.38K | ﹤0.01% | 2062 |
|
|
2019
Q2 | $20K | Buy |
+273
| New | +$20K | ﹤0.01% | 1720 |
|
|
2018
Q4 | – | Sell |
-248
| Closed | -$21K | – | 2180 |
|
|
2018
Q3 | $21K | Hold |
248
| – | – | ﹤0.01% | 1542 |
|
|
2018
Q2 | $22K | Hold |
248
| – | – | ﹤0.01% | 1438 |
|
|
2018
Q1 | $21K | Hold |
248
| – | – | ﹤0.01% | 1317 |
|
|
2017
Q4 | $20K | Sell |
248
-647
| -72% | -$52.2K | ﹤0.01% | 1119 |
|
|
2017
Q3 | $70K | Hold |
895
| – | – | 0.01% | 616 |
|
|
2017
Q2 | $68K | Buy |
895
+112
| +14% | +$8.51K | 0.01% | 557 |
|
|
2017
Q1 | $54K | Buy |
+783
| New | +$54K | 0.01% | 538 |
|