Allworth Financial’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.2K | Buy |
58
+19
| +49% | +$1.05K | ﹤0.01% | 3492 |
|
2025
Q1 | $2.01K | Buy |
+39
| New | +$2.01K | ﹤0.01% | 3204 |
|
2024
Q4 | – | Sell |
-3
| Closed | -$154 | – | 3968 |
|
2024
Q3 | $154 | Buy |
+3
| New | +$154 | ﹤0.01% | 3632 |
|
2024
Q2 | – | Sell |
-3
| Closed | -$122 | – | 3716 |
|
2024
Q1 | $122 | Buy |
+3
| New | +$122 | ﹤0.01% | 3499 |
|
2023
Q4 | – | Sell |
-31
| Closed | -$1.16K | – | 3504 |
|
2023
Q3 | $1.16K | Buy |
+31
| New | +$1.16K | ﹤0.01% | 2794 |
|
2023
Q2 | – | Sell |
-21
| Closed | -$937 | – | 3291 |
|
2023
Q1 | $937 | Hold |
21
| – | – | ﹤0.01% | 2693 |
|
2022
Q4 | $1.03K | Buy |
21
+18
| +600% | +$881 | ﹤0.01% | 2465 |
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2769 |
|
2022
Q1 | – | Sell |
-9
| Closed | – | – | 2183 |
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1981 |
|