Zurich Cantonal Bank’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 | $2.33M | Buy |
18,798
+859
| +5% | +$106K | 0.01% | 806 |
|
|
2025
Q1 | $2.02M | Buy |
17,939
+516
| +3% | +$58K | 0.01% | 818 |
|
|
2024
Q4 | $2.17M | Buy |
17,423
+3,641
| +26% | +$454K | 0.01% | 816 |
|
|
2024
Q3 | $1.5M | Hold |
13,782
| – | – | ﹤0.01% | 921 |
|
|
2024
Q2 | $1.36M | Buy |
13,782
+845
| +7% | +$83.3K | ﹤0.01% | 916 |
|
|
2024
Q1 | $1.35M | Sell |
12,937
-849
| -6% | -$88.6K | ﹤0.01% | 912 |
|
|
2023
Q4 | $1.28M | Buy |
13,786
+1,061
| +8% | +$98.4K | ﹤0.01% | 930 |
|
|
2023
Q3 | $961K | Buy |
12,725
+2,026
| +19% | +$153K | ﹤0.01% | 985 |
|
|
2023
Q2 | $777K | Buy |
10,699
+861
| +9% | +$62.5K | ﹤0.01% | 1079 |
|
|
2023
Q1 | $718K | Buy |
9,838
+1,181
| +14% | +$86.2K | ﹤0.01% | 1072 |
|
|
2022
Q4 | $732K | Buy |
8,657
+1,374
| +19% | +$116K | ﹤0.01% | 1034 |
|
|
2022
Q3 | $594K | Buy |
7,283
+627
| +9% | +$51.1K | ﹤0.01% | 1081 |
|
|
2022
Q2 | $533K | Sell |
6,656
-1,029
| -13% | -$82.4K | ﹤0.01% | 1186 |
|
|
2022
Q1 | $714K | Buy |
7,685
+615
| +9% | +$57.1K | ﹤0.01% | 1111 |
|
|
2021
Q4 | $642K | Buy |
7,070
+1,324
| +23% | +$120K | ﹤0.01% | 1273 |
|
|
2021
Q3 | $462K | Hold |
5,746
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q2 | $435K | Sell |
5,746
-433
| -7% | -$32.8K | ﹤0.01% | 1307 |
|
|
2021
Q1 | $468K | Sell |
6,179
-1,174
| -16% | -$88.9K | ﹤0.01% | 1269 |
|
|
2020
Q4 | $449K | Hold |
7,353
| – | – | ﹤0.01% | 1346 |
|
|
2020
Q3 | $294K | Hold |
7,353
| – | – | ﹤0.01% | 1351 |
|
|
2020
Q2 | $321K | Buy |
7,353
+2,678
| +57% | +$117K | ﹤0.01% | 1239 |
|
|
2020
Q1 | $154K | Buy |
4,675
+892
| +24% | +$29.4K | ﹤0.01% | 1348 |
|
|
2019
Q4 | $268K | Buy |
3,783
+317
| +9% | +$22.5K | ﹤0.01% | 1180 |
|
|
2019
Q3 | $224K | Buy |
3,466
+307
| +10% | +$19.8K | ﹤0.01% | 1193 |
|
|
2019
Q2 | $231K | Sell |
3,159
-300
| -9% | -$21.9K | ﹤0.01% | 1165 |
|
|
2019
Q1 | $233K | Sell |
3,459
-174
| -5% | -$11.7K | ﹤0.01% | 1126 |
|
|
2018
Q4 | $242K | Hold |
3,633
| – | – | ﹤0.01% | 1110 |
|
|
2018
Q3 | $309K | Buy |
3,633
+217
| +6% | +$18.5K | ﹤0.01% | 1077 |
|
|
2018
Q2 | $297K | Buy |
3,416
+307
| +10% | +$26.7K | ﹤0.01% | 1056 |
|
|
2018
Q1 | $268K | Sell |
3,109
-1,569
| -34% | -$135K | ﹤0.01% | 1061 |
|
|
2017
Q4 | $385K | Buy |
4,678
+897
| +24% | +$73.8K | ﹤0.01% | 925 |
|
|
2017
Q3 | $296K | Buy |
3,781
+1,864
| +97% | +$146K | ﹤0.01% | 921 |
|
|
2017
Q2 | $147K | Sell |
1,917
-1,532
| -44% | -$117K | ﹤0.01% | 1141 |
|
|
2017
Q1 | $238K | Sell |
3,449
-531
| -13% | -$36.6K | ﹤0.01% | 961 |
|
|
2016
Q4 | $289K | Buy |
3,980
+2,200
| +124% | +$160K | ﹤0.01% | 911 |
|
|
2016
Q3 | $99K | Buy |
1,780
+193
| +12% | +$10.7K | ﹤0.01% | 1269 |
|
|
2016
Q2 | $81K | Hold |
1,587
| – | – | ﹤0.01% | 1263 |
|
|
2016
Q1 | $70K | Buy |
1,587
+582
| +58% | +$25.7K | ﹤0.01% | 1294 |
|
|
2015
Q4 | $49K | Buy |
1,005
+450
| +81% | +$21.9K | ﹤0.01% | 1458 |
|
|
2015
Q3 | $30K | Buy |
555
+465
| +517% | +$25.1K | ﹤0.01% | 1361 |
|
|
2015
Q2 | $5K | Hold |
90
| – | – | ﹤0.01% | 1960 |
|
|
2015
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 2052 |
|