Yorktown Management & Research Company’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 |
-7,400
| Closed | -$540K | – | 217 |
|
|
2023
Q1 | $540K | Hold |
7,400
| – | – | 0.58% | 51 |
|
|
2022
Q4 | $625K | Hold |
7,400
| – | – | 0.76% | 28 |
|
|
2022
Q3 | $603K | Hold |
7,400
| – | – | 0.78% | 26 |
|
|
2022
Q2 | $593K | Sell |
7,400
-3,100
| -30% | -$248K | 0.76% | 30 |
|
|
2022
Q1 | $976K | Hold |
10,500
| – | – | 0.83% | 23 |
|
|
2021
Q4 | $954K | Hold |
10,500
| – | – | 0.64% | 29 |
|
|
2021
Q3 | $844K | Buy |
10,500
+500
| +5% | +$40.2K | 0.63% | 27 |
|
|
2021
Q2 | $756K | Hold |
10,000
| – | – | 0.59% | 36 |
|
|
2021
Q1 | $758K | Buy |
+10,000
| New | +$758K | 0.63% | 38 |
|