Washington Trust’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 |
-37
| Closed | -$4.16K | – | 738 |
|
|
2025
Q1 | $4.16K | Hold |
37
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $4.61K | Buy |
+37
| New | +$4.61K | ﹤0.01% | 745 |
|
|
2023
Q4 | – | Sell |
-18
| Closed | -$1.36K | – | 962 |
|
|
2023
Q3 | $1.36K | Sell |
18
-2
| -10% | -$151 | ﹤0.01% | 808 |
|
|
2023
Q2 | $1.45K | Buy |
20
+1
| +5% | +$73 | ﹤0.01% | 822 |
|
|
2023
Q1 | $1.39K | Sell |
19
-2
| -10% | -$146 | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.78K | Buy |
21
+2
| +11% | +$169 | ﹤0.01% | 829 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 817 |
|
|
2022
Q2 | $2K | Buy |
19
+3
| +19% | +$316 | ﹤0.01% | 825 |
|
|
2022
Q1 | $1K | Sell |
16
-4
| -20% | -$250 | ﹤0.01% | 920 |
|
|
2021
Q4 | $2K | Sell |
20
-2
| -9% | -$200 | ﹤0.01% | 865 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 986 |
|
|
2021
Q2 | $2K | Sell |
22
-1
| -4% | -$91 | ﹤0.01% | 969 |
|
|
2021
Q1 | $2K | Buy |
23
+5
| +28% | +$435 | ﹤0.01% | 928 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 975 |
|