United Services Automobile Association’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 | – | Sell |
-4,264
| Closed | -$478K | – | 1034 |
|
|
2025
Q1 | $478K | Buy |
+4,264
| New | +$478K | 0.01% | 570 |
|
|
2019
Q3 | – | Sell |
-8,746
| Closed | -$640K | – | 1754 |
|
|
2019
Q2 | $640K | Hold |
8,746
| – | – | ﹤0.01% | 1505 |
|
|
2019
Q1 | $589K | Sell |
8,746
-45,000
| -84% | -$3.03M | ﹤0.01% | 1560 |
|
|
2018
Q4 | $3.57M | Buy |
53,746
+3,100
| +6% | +$206K | 0.01% | 865 |
|
|
2018
Q3 | $4.3M | Buy |
50,646
+6,393
| +14% | +$543K | 0.01% | 874 |
|
|
2018
Q2 | $3.85M | Buy |
44,253
+14,552
| +49% | +$1.27M | 0.01% | 922 |
|
|
2018
Q1 | $2.56M | Buy |
29,701
+11,299
| +61% | +$972K | 0.01% | 1053 |
|
|
2017
Q4 | $1.52M | Buy |
18,402
+2,202
| +14% | +$181K | ﹤0.01% | 1125 |
|
|
2017
Q3 | $1.27M | Buy |
16,200
+900
| +6% | +$70.5K | ﹤0.01% | 1145 |
|
|
2017
Q2 | $1.17M | Buy |
+15,300
| New | +$1.17M | ﹤0.01% | 1130 |
|
|
2017
Q1 | – | Sell |
-18,760
| Closed | -$1.36M | – | 1371 |
|
|
2016
Q4 | $1.36M | Buy |
+18,760
| New | +$1.36M | ﹤0.01% | 1053 |
|
|
2016
Q3 | – | Sell |
-211,000
| Closed | -$10.8M | – | 1324 |
|
|
2016
Q2 | $10.8M | Hold |
211,000
| – | – | 0.04% | 455 |
|
|
2016
Q1 | $9.36M | Buy |
+211,000
| New | +$9.36M | 0.03% | 502 |
|