SVBP
Strategic Value Bank Partners’s Wintrust Financial WTFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-69,533
| Closed | -$6.85M | – | 22 |
|
|
2024
Q2 | $6.85M | Hold |
69,533
| – | – | 4.54% | 10 |
|
|
2024
Q1 | $7.26M | Sell |
69,533
-81,688
| -54% | -$8.53M | 4.75% | 9 |
|
|
2023
Q4 | $14M | Hold |
151,221
| – | – | 6.85% | 3 |
|
|
2023
Q3 | $11.4M | Hold |
151,221
| – | – | 6.94% | 3 |
|
|
2023
Q2 | $11M | Hold |
151,221
| – | – | 7.2% | 3 |
|
|
2023
Q1 | $11M | Hold |
151,221
| – | – | 6.46% | 3 |
|
|
2022
Q4 | $12.8M | Hold |
151,221
| – | – | 7.72% | 3 |
|
|
2022
Q3 | $12.3M | Hold |
151,221
| – | – | 8.21% | 3 |
|
|
2022
Q2 | $12.1M | Hold |
151,221
| – | – | 9.38% | 3 |
|
|
2022
Q1 | $14.1M | Hold |
151,221
| – | – | 9.67% | 3 |
|
|
2021
Q4 | $13.7M | Buy |
+151,221
| New | +$13.7M | 12.43% | 1 |
|