TD Private Client Wealth’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 | $153K | Sell |
1,232
-438
| -26% | -$54.3K | ﹤0.01% | 688 |
|
|
2025
Q1 | $188K | Sell |
1,670
-72
| -4% | -$8.1K | 0.01% | 611 |
|
|
2024
Q4 | $217K | Hold |
1,742
| – | – | 0.01% | 585 |
|
|
2024
Q3 | $189K | Buy |
1,742
+337
| +24% | +$36.6K | 0.01% | 607 |
|
|
2024
Q2 | $138K | Sell |
1,405
-202
| -13% | -$19.9K | ﹤0.01% | 638 |
|
|
2024
Q1 | $168K | Buy |
1,607
+459
| +40% | +$47.9K | 0.01% | 616 |
|
|
2023
Q4 | $106K | Buy |
1,148
+173
| +18% | +$16K | ﹤0.01% | 677 |
|
|
2023
Q3 | $73.6K | Buy |
975
+109
| +13% | +$8.23K | ﹤0.01% | 709 |
|
|
2023
Q2 | $62.9K | Buy |
866
+61
| +8% | +$4.43K | ﹤0.01% | 737 |
|
|
2023
Q1 | $58.7K | Buy |
+805
| New | +$58.7K | ﹤0.01% | 737 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$465 | – | 1299 |
|
|
2022
Q1 | $465 | Sell |
5
-137
| -96% | -$12.7K | ﹤0.01% | 1242 |
|
|
2021
Q4 | $12.9K | Sell |
142
-25
| -15% | -$2.27K | ﹤0.01% | 898 |
|
|
2021
Q3 | $13.4K | Hold |
167
| – | – | ﹤0.01% | 892 |
|
|
2021
Q2 | $12.6K | Buy |
167
+145
| +659% | +$11K | ﹤0.01% | 895 |
|
|
2021
Q1 | $1.67K | Hold |
22
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q4 | $1.34K | Hold |
22
| – | – | ﹤0.01% | 988 |
|
|
2020
Q3 | $881 | Hold |
22
| – | – | ﹤0.01% | 974 |
|
|
2020
Q2 | $960 | Buy |
+22
| New | +$960 | ﹤0.01% | 964 |
|