Strategic Investment Solutions’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
Q2
$564K Buy
2025
Q1
Sell
2024
Q4
$515K Hold
2024
Q3
$448K Sell
2024
Q2
$427K Buy
2023
Q4
$383K Sell
2023
Q3
$20.5M Buy
2023
Q2
$270K Hold
2023
Q1
$301K Hold
2022
Q4
$386K Buy