Stratos Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,709	Closed	-$213K	–	1510
2024 Q4	$213K	Sell	1,709 -419	-20%	-$52.3K	﹤0.01%	1324
2024 Q3	$231K	Buy	+2,128	New	+$231K	﹤0.01%	1271
2018 Q2	–	Sell	-85	Closed	-$7K	–	2605
2018 Q1	$7K	Buy	+85	New	+$7K	﹤0.01%	2498