WhitTier Trust Company’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 | $111K | Sell |
896
-3
| -0.3% | -$372 | ﹤0.01% | 608 |
|
|
2025
Q1 | $101K | Buy |
899
+20
| +2% | +$2.25K | ﹤0.01% | 620 |
|
|
2024
Q4 | $110K | Hold |
879
| – | – | ﹤0.01% | 592 |
|
|
2024
Q3 | $95.4K | Buy |
879
+13
| +2% | +$1.41K | ﹤0.01% | 607 |
|
|
2024
Q2 | $85.4K | Buy |
866
+91
| +12% | +$8.97K | ﹤0.01% | 589 |
|
|
2024
Q1 | $80.9K | Buy |
775
+98
| +14% | +$10.2K | ﹤0.01% | 596 |
|
|
2023
Q4 | $62.8K | Hold |
677
| – | – | ﹤0.01% | 644 |
|
|
2023
Q3 | $51.1K | Hold |
677
| – | – | ﹤0.01% | 642 |
|
|
2023
Q2 | $49.2K | Sell |
677
-156
| -19% | -$11.3K | ﹤0.01% | 674 |
|
|
2023
Q1 | $60.8K | Buy |
833
+109
| +15% | +$7.95K | ﹤0.01% | 627 |
|
|
2022
Q4 | $61.2K | Buy |
724
+47
| +7% | +$3.97K | ﹤0.01% | 636 |
|
|
2022
Q3 | $55K | Hold |
677
| – | – | ﹤0.01% | 653 |
|
|
2022
Q2 | $54K | Hold |
677
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $63K | Hold |
677
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $61K | Hold |
677
| – | – | ﹤0.01% | 645 |
|
|
2021
Q3 | $54K | Buy |
+677
| New | +$54K | ﹤0.01% | 663 |
|