United Fire Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.55M | Hold |
27,523
| – | – | 4.64% | 9 |
|
|
2023
Q3 | $2.08M | Hold |
27,523
| – | – | 4.06% | 9 |
|
|
2023
Q2 | $2M | Hold |
27,523
| – | – | 1.54% | 30 |
|
|
2023
Q1 | $2.01M | Hold |
27,523
| – | – | 1.26% | 37 |
|
|
2022
Q4 | $2.33M | Hold |
27,523
| – | – | 1.38% | 36 |
|
|
2022
Q3 | $2.25M | Hold |
27,523
| – | – | 1.5% | 34 |
|
|
2022
Q2 | $2.21M | Hold |
27,523
| – | – | 1.35% | 37 |
|
|
2022
Q1 | $2.56M | Sell |
27,523
-8,000
| -23% | -$744K | 1.32% | 38 |
|
|
2021
Q4 | $3.23M | Sell |
35,523
-15,000
| -30% | -$1.36M | 1.52% | 30 |
|
|
2021
Q3 | $4.06M | Hold |
50,523
| – | – | 2.03% | 23 |
|
|
2021
Q2 | $3.82M | Sell |
50,523
-50,000
| -50% | -$3.78M | 1.95% | 21 |
|
|
2021
Q1 | $7.62M | Sell |
100,523
-25,000
| -20% | -$1.9M | 3.96% | 8 |
|
|
2020
Q4 | $7.67M | Sell |
125,523
-75,000
| -37% | -$4.58M | 3.72% | 6 |
|
|
2020
Q3 | $8.03M | Hold |
200,523
| – | – | 4.05% | 5 |
|
|
2020
Q2 | $8.75M | Sell |
200,523
-30,000
| -13% | -$1.31M | 4.23% | 5 |
|
|
2020
Q1 | $7.58M | Hold |
230,523
| – | – | 3.67% | 6 |
|
|
2019
Q4 | $16.3M | Hold |
230,523
| – | – | 5.5% | 5 |
|
|
2019
Q3 | $14.9M | Hold |
230,523
| – | – | 5.11% | 5 |
|
|
2019
Q2 | $16.9M | Hold |
230,523
| – | – | 5.98% | 5 |
|
|
2019
Q1 | $15.5M | Hold |
230,523
| – | – | 5.77% | 5 |
|
|
2018
Q4 | $15.3M | Hold |
230,523
| – | – | 6.23% | 5 |
|
|
2018
Q3 | $19.6M | Hold |
230,523
| – | – | 7.15% | 4 |
|
|
2018
Q2 | $20.1M | Hold |
230,523
| – | – | 7.76% | 4 |
|
|
2018
Q1 | $19.8M | Hold |
230,523
| – | – | 7.11% | 5 |
|
|
2017
Q4 | $19M | Hold |
230,523
| – | – | 6.2% | 5 |
|
|
2017
Q3 | $18.1M | Hold |
230,523
| – | – | 6.08% | 5 |
|
|
2017
Q2 | $17.6M | Hold |
230,523
| – | – | 6.25% | 3 |
|
|
2017
Q1 | $15.9M | Hold |
230,523
| – | – | 5.76% | 3 |
|
|
2016
Q4 | $16.7M | Hold |
230,523
| – | – | 6.17% | 3 |
|
|
2016
Q3 | $12.8M | Hold |
230,523
| – | – | 5.1% | 4 |
|
|
2016
Q2 | $11.8M | Hold |
230,523
| – | – | 4.71% | 5 |
|
|
2016
Q1 | $10.2M | Hold |
230,523
| – | – | 4.3% | 5 |
|
|
2015
Q4 | $11.2M | Hold |
230,523
| – | – | 4.74% | 5 |
|
|
2015
Q3 | $12.3M | Hold |
230,523
| – | – | 5.56% | 4 |
|
|
2015
Q2 | $12.3M | Hold |
230,523
| – | – | 5.13% | 5 |
|
|
2015
Q1 | $11M | Hold |
230,523
| – | – | 4.62% | 6 |
|
|
2014
Q4 | $10.8M | Hold |
230,523
| – | – | 4.47% | 5 |
|
|
2014
Q3 | $10.3M | Hold |
230,523
| – | – | 4.51% | 5 |
|
|
2014
Q2 | $10.6M | Hold |
230,523
| – | – | 4.58% | 5 |
|
|
2014
Q1 | $11.2M | Hold |
230,523
| – | – | 4.95% | 5 |
|
|
2013
Q4 | $10.6M | Hold |
230,523
| – | – | 4.76% | 5 |
|
|
2013
Q3 | $9.47M | Hold |
230,523
| – | – | 4.72% | 5 |
|
|
2013
Q2 | $8.82M | Buy |
+230,523
| New | +$8.82M | 4.56% | 5 |
|