Wealth Enhancement Advisory Services’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 | $1.02M | Buy |
7,767
+155
| +2% | +$20.4K | ﹤0.01% | 1726 |
|
|
2025
Q1 | $856K | Buy |
7,612
+1,655
| +28% | +$186K | ﹤0.01% | 1681 |
|
|
2024
Q4 | $743K | Sell |
5,957
-291
| -5% | -$36.3K | ﹤0.01% | 1706 |
|
|
2024
Q3 | $678K | Buy |
6,248
+36
| +0.6% | +$3.91K | ﹤0.01% | 1606 |
|
|
2024
Q2 | $612K | Sell |
6,212
-22
| -0.4% | -$2.17K | ﹤0.01% | 1518 |
|
|
2024
Q1 | $651K | Buy |
6,234
+498
| +9% | +$52K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $532K | Buy |
5,736
+239
| +4% | +$22.2K | ﹤0.01% | 1462 |
|
|
2023
Q3 | $415K | Buy |
+5,497
| New | +$415K | ﹤0.01% | 1537 |
|