Wintrust Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $57K | Sell |
460
-99
| -18% | -$12.3K | 0.05% | 236 |
|
|
2024
Q3 | $60K | Sell |
559
-1,733
| -76% | -$186K | 0.04% | 291 |
|
|
2024
Q2 | $226K | Hold |
2,292
| – | – | 0.02% | 432 |
|
|
2024
Q1 | $239K | Hold |
2,292
| – | – | 0.02% | 416 |
|
|
2023
Q4 | $213K | Sell |
2,292
-1,998
| -47% | -$186K | 0.02% | 417 |
|
|
2023
Q3 | $324K | Hold |
4,290
| – | – | 0.03% | 318 |
|
|
2023
Q2 | $312K | Buy |
+4,290
| New | +$312K | 0.03% | 333 |
|
|
2023
Q1 | – | Sell |
-2,708
| Closed | -$229K | – | 406 |
|
|
2022
Q4 | $229K | Sell |
2,708
-100
| -4% | -$8.46K | 0.03% | 332 |
|
|
2022
Q3 | $229K | Buy |
2,808
+100
| +4% | +$8.16K | 0.03% | 360 |
|
|
2022
Q2 | $217K | Hold |
2,708
| – | – | 0.03% | 350 |
|
|
2022
Q1 | $252K | Buy |
2,708
+127
| +5% | +$11.8K | 0.02% | 350 |
|
|
2021
Q4 | $234K | Hold |
2,581
| – | – | 0.02% | 381 |
|
|
2021
Q3 | $207K | Buy |
+2,581
| New | +$207K | 0.03% | 262 |
|
|
2021
Q2 | – | Sell |
-5,259
| Closed | -$399K | – | 448 |
|
|
2021
Q1 | $399K | Buy |
+5,259
| New | +$399K | 0.04% | 287 |
|
|
2020
Q4 | – | Sell |
-5,381
| Closed | -$216K | – | 353 |
|
|
2020
Q3 | $216K | Buy |
+5,381
| New | +$216K | 0.03% | 316 |
|
|
2020
Q1 | – | Sell |
-2,959
| Closed | -$210K | – | 371 |
|
|
2019
Q4 | $210K | Buy |
+2,959
| New | +$210K | 0.03% | 337 |
|
|
2019
Q3 | – | Sell |
-3,258
| Closed | -$238K | – | 387 |
|
|
2019
Q2 | $238K | Sell |
3,258
-15
| -0.5% | -$1.1K | 0.04% | 326 |
|
|
2019
Q1 | $220K | Hold |
3,273
| – | – | 0.04% | 320 |
|
|
2018
Q4 | $218K | Hold |
3,273
| – | – | 0.04% | 299 |
|
|
2018
Q3 | $278K | Sell |
3,273
-704
| -18% | -$59.8K | 0.05% | 295 |
|
|
2018
Q2 | $346K | Sell |
3,977
-198
| -5% | -$17.2K | 0.06% | 262 |
|
|
2018
Q1 | $359K | Buy |
4,175
+362
| +9% | +$31.1K | 0.09% | 175 |
|
|
2017
Q4 | $314K | Buy |
3,813
+808
| +27% | +$66.5K | 0.07% | 223 |
|
|
2017
Q3 | $235K | Sell |
3,005
-228
| -7% | -$17.8K | 0.06% | 246 |
|
|
2017
Q2 | $247K | Buy |
+3,233
| New | +$247K | 0.07% | 253 |
|
|
2017
Q1 | – | Sell |
-2,889
| Closed | -$210K | – | 300 |
|
|
2016
Q4 | $210K | Buy |
+2,889
| New | +$210K | 0.09% | 192 |
|