Xponance’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 | $927K | Sell |
7,477
-169
| -2% | -$21K | 0.01% | 718 |
|
|
2025
Q1 | $860K | Buy |
7,646
+123
| +2% | +$13.8K | 0.01% | 746 |
|
|
2024
Q4 | $938K | Buy |
7,523
+405
| +6% | +$50.5K | 0.01% | 746 |
|
|
2024
Q3 | $773K | Buy |
7,118
+504
| +8% | +$54.7K | 0.01% | 789 |
|
|
2024
Q2 | $652K | Sell |
6,614
-662
| -9% | -$65.2K | 0.01% | 824 |
|
|
2024
Q1 | $760K | Buy |
7,276
+11
| +0.2% | +$1.15K | 0.01% | 802 |
|
|
2023
Q4 | $674K | Sell |
7,265
-34
| -0.5% | -$3.15K | 0.01% | 826 |
|
|
2023
Q3 | $551K | Sell |
7,299
-110
| -1% | -$8.31K | 0.01% | 851 |
|
|
2023
Q2 | $538K | Sell |
7,409
-615
| -8% | -$44.7K | 0.01% | 880 |
|
|
2023
Q1 | $585K | Buy |
8,024
+13
| +0.2% | +$948 | 0.01% | 865 |
|
|
2022
Q4 | $677K | Buy |
8,011
+853
| +12% | +$72.1K | 0.01% | 780 |
|
|
2022
Q3 | $584K | Sell |
7,158
-21
| -0.3% | -$1.71K | 0.01% | 777 |
|
|
2022
Q2 | $575K | Buy |
7,179
+959
| +15% | +$76.8K | 0.01% | 804 |
|
|
2022
Q1 | $578K | Sell |
6,220
-139
| -2% | -$12.9K | 0.01% | 831 |
|
|
2021
Q4 | $578K | Sell |
6,359
-45
| -0.7% | -$4.09K | 0.01% | 850 |
|
|
2021
Q3 | $515K | Sell |
6,404
-258
| -4% | -$20.7K | 0.01% | 877 |
|
|
2021
Q2 | $504K | Buy |
6,662
+650
| +11% | +$49.2K | 0.01% | 921 |
|
|
2021
Q1 | $456K | Sell |
6,012
-56
| -0.9% | -$4.25K | 0.01% | 819 |
|
|
2020
Q4 | $371K | Sell |
6,068
-1
| -0% | -$61 | 0.01% | 877 |
|
|
2020
Q3 | $243K | Buy |
6,069
+912
| +18% | +$36.5K | 0.01% | 923 |
|
|
2020
Q2 | $225K | Buy |
+5,157
| New | +$225K | 0.01% | 927 |
|