Strategic Investment Solutions’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 | $564K | Buy |
+4,546
| New | +$564K | 0.17% | 79 |
|
|
2025
Q1 | – | Sell |
-4,129
| Closed | -$515K | – | 689 |
|
|
2024
Q4 | $515K | Hold |
4,129
| – | – | 0.17% | 68 |
|
|
2024
Q3 | $448K | Sell |
4,129
-1,500
| -27% | -$163K | 0.13% | 74 |
|
|
2024
Q2 | $427K | Buy |
+5,629
| New | +$427K | 0.14% | 69 |
|
|
2023
Q4 | $383K | Sell |
4,129
-255,998
| -98% | -$23.7M | 0.07% | 128 |
|
|
2023
Q3 | $20.5M | Buy |
260,127
+255,998
| +6,200% | +$20.1M | 0.25% | 64 |
|
|
2023
Q2 | $270K | Hold |
4,129
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $301K | Hold |
4,129
| – | – | 0.06% | 137 |
|
|
2022
Q4 | $386K | Buy |
+4,129
| New | +$386K | 0.19% | 61 |
|