AE Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,340
| Closed | -$227K | – | 1376 |
|
|
2023
Q4 | $227K | Buy |
5,340
+1
| +0% | +$42 | ﹤0.01% | 1836 |
|
|
2023
Q3 | $200K | Buy |
5,339
+16
| +0.3% | +$600 | ﹤0.01% | 1781 |
|
|
2023
Q2 | $208K | Sell |
5,323
-11,914
| -69% | -$466K | ﹤0.01% | 1729 |
|
|
2023
Q1 | $769K | Buy |
17,237
+11,914
| +224% | +$531K | ﹤0.01% | 1149 |
|
|
2022
Q4 | $261K | Hold |
5,323
| – | – | ﹤0.01% | 1559 |
|
|
2022
Q3 | $234K | Hold |
5,323
| – | – | ﹤0.01% | 1556 |
|
|
2022
Q2 | $221K | Sell |
5,323
-12,610
| -70% | -$524K | ﹤0.01% | 1556 |
|
|
2022
Q1 | $848K | Buy |
+17,933
| New | +$848K | 0.01% | 969 |
|
|
2020
Q1 | – | Sell |
-5,580
| Closed | -$269K | – | 1139 |
|
|
2019
Q4 | $269K | Hold |
5,580
| – | – | 0.01% | 946 |
|
|
2019
Q3 | $227K | Hold |
5,580
| – | – | 0.01% | 887 |
|
|
2019
Q2 | $232K | Hold |
5,580
| – | – | 0.01% | 852 |
|
|
2019
Q1 | $227K | Buy |
+5,580
| New | +$227K | 0.02% | 566 |
|