United Capital Financial 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
Q2 | $803K | Sell |
6,473
-51
| -0.8% | -$6.32K | 0.01% | 645 |
|
|
2025
Q1 | $734K | Buy |
6,524
+58
| +0.9% | +$6.52K | 0.01% | 631 |
|
|
2024
Q4 | $806K | Sell |
6,466
-48
| -0.7% | -$5.99K | 0.01% | 598 |
|
|
2024
Q3 | $707K | Sell |
6,514
-6
| -0.1% | -$651 | 0.01% | 631 |
|
|
2024
Q2 | $643K | Sell |
6,520
-2,148
| -25% | -$212K | 0.01% | 635 |
|
|
2024
Q1 | $905K | Buy |
8,668
+124
| +1% | +$12.9K | 0.01% | 574 |
|
|
2023
Q4 | $792K | Buy |
8,544
+2,404
| +39% | +$223K | 0.01% | 605 |
|
|
2023
Q3 | $464K | Buy |
6,140
+1,892
| +45% | +$143K | ﹤0.01% | 649 |
|
|
2023
Q2 | $308K | Sell |
4,248
-126
| -3% | -$9.15K | ﹤0.01% | 762 |
|
|
2023
Q1 | $319K | Buy |
4,374
+133
| +3% | +$9.7K | ﹤0.01% | 805 |
|
|
2022
Q4 | $358K | Sell |
4,241
-1,912
| -31% | -$162K | ﹤0.01% | 831 |
|
|
2022
Q3 | $502K | Sell |
6,153
-489
| -7% | -$39.9K | ﹤0.01% | 760 |
|
|
2022
Q2 | $532K | Buy |
6,642
+331
| +5% | +$26.5K | ﹤0.01% | 780 |
|
|
2022
Q1 | $586K | Buy |
6,311
+34
| +0.5% | +$3.16K | ﹤0.01% | 794 |
|
|
2021
Q4 | $570K | Buy |
6,277
+1
| +0% | +$91 | ﹤0.01% | 821 |
|
|
2021
Q3 | $504K | Sell |
6,276
-1,050
| -14% | -$84.3K | ﹤0.01% | 852 |
|
|
2021
Q2 | $554K | Buy |
7,326
+3,783
| +107% | +$286K | ﹤0.01% | 832 |
|
|
2021
Q1 | $269K | Hold |
3,543
| – | – | ﹤0.01% | 1015 |
|
|
2020
Q4 | $216K | Buy |
+3,543
| New | +$216K | ﹤0.01% | 1098 |
|
|
2020
Q1 | – | Sell |
-3,543
| Closed | -$251K | – | 1367 |
|
|
2019
Q4 | $251K | Sell |
3,543
-300
| -8% | -$21.3K | ﹤0.01% | 1196 |
|
|
2019
Q3 | $248K | Sell |
3,843
-498
| -11% | -$32.1K | ﹤0.01% | 1115 |
|
|
2019
Q2 | $318K | Buy |
4,341
+105
| +2% | +$7.69K | ﹤0.01% | 1168 |
|
|
2019
Q1 | $285K | Sell |
4,236
-7
| -0.2% | -$471 | ﹤0.01% | 1130 |
|
|
2018
Q4 | $282K | Sell |
4,243
-478
| -10% | -$31.8K | ﹤0.01% | 1085 |
|
|
2018
Q3 | $401K | Buy |
4,721
+835
| +21% | +$70.9K | ﹤0.01% | 1017 |
|
|
2018
Q2 | $338K | Hold |
3,886
| – | – | ﹤0.01% | 1047 |
|
|
2018
Q1 | $334K | Sell |
3,886
-301
| -7% | -$25.9K | ﹤0.01% | 1056 |
|
|
2017
Q4 | $349K | Sell |
4,187
-192
| -4% | -$16K | ﹤0.01% | 1066 |
|
|
2017
Q3 | $343K | Buy |
4,379
+186
| +4% | +$14.6K | ﹤0.01% | 1067 |
|
|
2017
Q2 | $321K | Hold |
4,193
| – | – | ﹤0.01% | 1050 |
|
|
2017
Q1 | $290K | Buy |
4,193
+14
| +0.3% | +$968 | ﹤0.01% | 1058 |
|
|
2016
Q4 | $303K | Sell |
4,179
-18
| -0.4% | -$1.31K | ﹤0.01% | 1049 |
|
|
2016
Q3 | $233K | Sell |
4,197
-512
| -11% | -$28.4K | ﹤0.01% | 1145 |
|
|
2016
Q2 | $240K | Sell |
4,709
-320
| -6% | -$16.3K | ﹤0.01% | 1112 |
|
|
2016
Q1 | $223K | Buy |
5,029
+86
| +2% | +$3.81K | ﹤0.01% | 1096 |
|
|
2015
Q4 | $240K | Sell |
4,943
-37
| -0.7% | -$1.8K | ﹤0.01% | 1080 |
|
|
2015
Q3 | $266K | Buy |
4,980
+130
| +3% | +$6.94K | ﹤0.01% | 1085 |
|
|
2015
Q2 | $259K | Buy |
4,850
+89
| +2% | +$4.75K | ﹤0.01% | 1117 |
|
|
2015
Q1 | $232K | Sell |
4,761
-7
| -0.1% | -$341 | ﹤0.01% | 1138 |
|
|
2014
Q4 | $223K | Buy |
+4,768
| New | +$223K | ﹤0.01% | 1062 |
|