Trifecta Capital Advisors’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
| Closed | -$125 | – | 436 |
|
|
2024
Q4 | $125 | Hold |
1
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $109 | Hold |
1
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $99 | Sell |
1
-1,228
| -100% | -$122K | ﹤0.01% | 418 |
|
|
2024
Q1 | $128K | Sell |
1,229
-1,842
| -60% | -$192K | 0.03% | 98 |
|
|
2023
Q4 | $285K | Hold |
3,071
| – | – | 0.08% | 75 |
|
|
2023
Q3 | $232K | Hold |
3,071
| – | – | 0.07% | 79 |
|
|
2023
Q2 | $223K | Hold |
3,071
| – | – | 0.07% | 80 |
|
|
2023
Q1 | $224K | Buy |
+3,071
| New | +$224K | 0.08% | 80 |
|