UMB Bank’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 | $121K | Buy |
978
+106
| +12% | +$13.1K | ﹤0.01% | 761 |
|
|
2025
Q1 | $98.1K | Buy |
872
+195
| +29% | +$21.9K | ﹤0.01% | 767 |
|
|
2024
Q4 | $84.4K | Buy |
677
+165
| +32% | +$20.6K | ﹤0.01% | 741 |
|
|
2024
Q3 | $55.6K | Buy |
512
+196
| +62% | +$21.3K | ﹤0.01% | 842 |
|
|
2024
Q2 | $31.1K | Sell |
316
-14
| -4% | -$1.38K | ﹤0.01% | 933 |
|
|
2024
Q1 | $34.4K | Buy |
330
+19
| +6% | +$1.98K | ﹤0.01% | 913 |
|
|
2023
Q4 | $28.8K | Hold |
311
| – | – | ﹤0.01% | 956 |
|
|
2023
Q3 | $23.5K | Hold |
311
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q2 | $22.6K | Hold |
311
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q1 | $22.7K | Hold |
311
| – | – | ﹤0.01% | 1058 |
|
|
2022
Q4 | $26K | Hold |
311
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q3 | $25K | Sell |
311
-27
| -8% | -$2.17K | ﹤0.01% | 1044 |
|
|
2022
Q2 | $27K | Hold |
338
| – | – | ﹤0.01% | 1072 |
|
|
2022
Q1 | $32K | Hold |
338
| – | – | ﹤0.01% | 1091 |
|
|
2021
Q4 | $30K | Buy |
+338
| New | +$30K | ﹤0.01% | 1148 |
|