AE Wealth Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,340	Closed	-$227K	–	1376
2023 Q4	$227K	Buy	5,340 +1	+0%	+$39	﹤0.01%	1839
2023 Q3	$200K	Buy	5,339 +16	+0.3%	+$638	﹤0.01%	1783
2023 Q2	$208K	Sell	5,323 -11,914	-69%	-$493K	﹤0.01%	1732
2023 Q1	$769K	Buy	17,237 +11,914	+224%	+$609K	﹤0.01%	1151
2022 Q4	$261K	Hold	5,323	–	–	﹤0.01%	1562
2022 Q3	$234K	Hold	5,323	–	–	﹤0.01%	1559
2022 Q2	$221K	Sell	5,323 -12,610	-70%	-$562K	﹤0.01%	1560
2022 Q1	$848K	Buy	+17,933	New	+$880K	0.01%	972
2020 Q1	–	Sell	-5,580	Closed	-$269K	–	1150
2019 Q4	$269K	Hold	5,580	–	–	0.01%	947
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	+$240K	0.02%	566