TD Private Client Wealth’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $149K | Sell |
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|
2025
Q4 | $159K | Sell |
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|
2025
Q3 | $163K | Hold |
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|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $188K | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $189K | Buy |
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|
2024
Q2 | $138K | Sell |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $106K | Buy |
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|
2023
Q3 | $73.6K | Buy |
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|
2023
Q2 | $62.9K | Buy |
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|
2023
Q1 | $58.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $465 | Sell |
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|
2021
Q4 | $12.9K | Sell |
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|
2021
Q3 | $13.4K | Hold |
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|
2021
Q2 | $12.6K | Buy |
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|
2021
Q1 | $1.67K | Hold |
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|
2020
Q4 | $1.34K | Hold |
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|
2020
Q3 | $881 | Hold |
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|
2020
Q2 | $960 | Buy |
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