UMB Bank’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Buy |
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|
2025
Q2 | $121K | Buy |
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|
2025
Q1 | $98.1K | Buy |
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|
2024
Q4 | $84.4K | Buy |
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|
2024
Q3 | $55.6K | Buy |
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|
2024
Q2 | $31.1K | Sell |
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|
2024
Q1 | $34.4K | Buy |
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|
2023
Q4 | $28.8K | Hold |
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|
2023
Q3 | $23.5K | Hold |
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|
2023
Q2 | $22.6K | Hold |
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|
2023
Q1 | $22.7K | Hold |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $25K | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $30K | Buy |
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