Winton Group’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,077
| Closed | -$443K | – | 1154 |
|
|
2023
Q1 | $443K | Sell |
6,077
-2,812
| -32% | -$205K | 0.03% | 733 |
|
|
2022
Q4 | $751K | Buy |
8,889
+170
| +2% | +$14.4K | 0.05% | 502 |
|
|
2022
Q3 | $711K | Sell |
8,719
-4,542
| -34% | -$370K | 0.05% | 533 |
|
|
2022
Q2 | $1.06M | Sell |
13,261
-4,816
| -27% | -$386K | 0.06% | 467 |
|
|
2022
Q1 | $1.68M | Buy |
18,077
+10,534
| +140% | +$979K | 0.09% | 300 |
|
|
2021
Q4 | $685K | Buy |
+7,543
| New | +$685K | 0.04% | 584 |
|
|
2018
Q4 | – | Sell |
-4,069
| Closed | -$346K | – | 1058 |
|
|
2018
Q3 | $346K | Buy |
4,069
+755
| +23% | +$64.2K | 0.01% | 761 |
|
|
2018
Q2 | $288K | Buy |
+3,314
| New | +$288K | 0.01% | 845 |
|