United Capital Financial Advisors’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 | $631K | Sell |
|
|||||
|
2025
Q2 | $803K | Sell |
|
|||||
|
2025
Q1 | $734K | Buy |
|
|||||
|
2024
Q4 | $806K | Sell |
|
|||||
|
2024
Q3 | $707K | Sell |
|
|||||
|
2024
Q2 | $643K | Sell |
|
|||||
|
2024
Q1 | $905K | Buy |
|
|||||
|
2023
Q4 | $792K | Buy |
|
|||||
|
2023
Q3 | $464K | Buy |
|
|||||
|
2023
Q2 | $308K | Sell |
|
|||||
|
2023
Q1 | $319K | Buy |
|
|||||
|
2022
Q4 | $358K | Sell |
|
|||||
|
2022
Q3 | $502K | Sell |
|
|||||
|
2022
Q2 | $532K | Buy |
|
|||||
|
2022
Q1 | $586K | Buy |
|
|||||
|
2021
Q4 | $570K | Buy |
|
|||||
|
2021
Q3 | $504K | Sell |
|
|||||
|
2021
Q2 | $554K | Buy |
|
|||||
|
2021
Q1 | $269K | Hold |
|
|||||
|
2020
Q4 | $216K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $251K | Sell |
|
|||||
|
2019
Q3 | $248K | Sell |
|
|||||
|
2019
Q2 | $318K | Buy |
|
|||||
|
2019
Q1 | $285K | Sell |
|
|||||
|
2018
Q4 | $282K | Sell |
|
|||||
|
2018
Q3 | $401K | Buy |
|
|||||
|
2018
Q2 | $338K | Hold |
|
|||||
|
2018
Q1 | $334K | Sell |
|
|||||
|
2017
Q4 | $349K | Sell |
|
|||||
|
2017
Q3 | $343K | Buy |
|
|||||
|
2017
Q2 | $321K | Hold |
|
|||||
|
2017
Q1 | $290K | Buy |
|
|||||
|
2016
Q4 | $303K | Sell |
|
|||||
|
2016
Q3 | $233K | Sell |
|
|||||
|
2016
Q2 | $240K | Sell |
|
|||||
|
2016
Q1 | $223K | Buy |
|
|||||
|
2015
Q4 | $240K | Sell |
|
|||||
|
2015
Q3 | $266K | Buy |
|
|||||
|
2015
Q2 | $259K | Buy |
|
|||||
|
2015
Q1 | $232K | Sell |
|
|||||
|
2014
Q4 | $223K | Buy |
|