United Services Automobile Association’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 Q2	–	Sell	-4,264	Closed	-$478K	–	1034
2025 Q1	$478K	Buy	+4,264	New	+$527K	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%	-$3.22M	﹤0.01%	1560
2018 Q4	$3.57M	Buy	53,746 +3,100	+6%	+$236K	0.01%	865
2018 Q3	$4.3M	Buy	50,646 +6,393	+14%	+$569K	0.01%	874
2018 Q2	$3.85M	Buy	44,253 +14,552	+49%	+$1.34M	0.01%	923
2018 Q1	$2.56M	Buy	29,701 +11,299	+61%	+$973K	0.01%	1054
2017 Q4	$1.52M	Buy	18,402 +2,202	+14%	+$177K	﹤0.01%	1132
2017 Q3	$1.27M	Buy	16,200 +900	+6%	+$66.9K	﹤0.01%	1153
2017 Q2	$1.17M	Buy	+15,300	New	+$1.1M	﹤0.01%	1139
2017 Q1	–	Sell	-18,760	Closed	-$1.36M	–	1384
2016 Q4	$1.36M	Buy	+18,760	New	+$1.16M	﹤0.01%	1063
2016 Q3	–	Sell	-211,000	Closed	-$10.8M	–	1338
2016 Q2	$10.8M	Hold	211,000	–	–	0.04%	457
2016 Q1	$9.36M	Buy	+211,000	New	+$9.04M	0.03%	505