Stonebridge Capital Advisors’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
Q4 | $210K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $113K | Hold |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $123K | Buy |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $139K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $121K | Sell |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $106K | Hold |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $110K | Buy |
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