TFC Financial Management’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 | $124 | Hold |
1
| – | – | ﹤0.01% | 848 |
|
|
2025
Q1 | $113 | Hold |
1
| – | – | ﹤0.01% | 801 |
|
|
2024
Q4 | $125 | Hold |
1
| – | – | ﹤0.01% | 800 |
|
|
2024
Q3 | $109 | Hold |
1
| – | – | ﹤0.01% | 833 |
|
|
2024
Q2 | $99 | Buy |
+1
| New | +$99 | ﹤0.01% | 828 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$219 | – | 769 |
|
|
2023
Q1 | $219 | Buy |
+3
| New | +$219 | ﹤0.01% | 635 |
|