Versor Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,005
| Closed | -$250K | – | 974 |
|
2024
Q4 | $250K | Sell |
2,005
-3,100
| -61% | -$387K | 0.04% | 627 |
|
2024
Q3 | $554K | Sell |
5,105
-1,595
| -24% | -$173K | 0.09% | 381 |
|
2024
Q2 | $660K | Hold |
6,700
| – | – | 0.12% | 267 |
|
2024
Q1 | $699K | Hold |
6,700
| – | – | 0.14% | 237 |
|
2023
Q4 | $621K | Buy |
6,700
+1,700
| +34% | +$158K | 0.13% | 268 |
|
2023
Q3 | $378K | Buy |
+5,000
| New | +$378K | 0.08% | 407 |
|