TwinBeech Capital’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 | $985K | Sell |
7,944
-9,493
| -54% | -$1.18M | 0.02% | 413 |
|
|
2025
Q1 | $1.96M | Buy |
+17,437
| New | +$1.96M | 0.04% | 396 |
|
|
2024
Q1 | – | Sell |
-24,754
| Closed | -$2.3M | – | 896 |
|
|
2023
Q4 | $2.3M | Buy |
+24,754
| New | +$2.3M | 0.04% | 384 |
|
|
2023
Q2 | – | Sell |
-16,759
| Closed | -$1.22M | – | 893 |
|
|
2023
Q1 | $1.22M | Sell |
16,759
-26,650
| -61% | -$1.94M | 0.02% | 431 |
|
|
2022
Q4 | $3.67M | Buy |
+43,409
| New | +$3.67M | 0.07% | 327 |
|