Atwood & Palmer’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
2026 Q2	$162K	Hold	2,460	–	–	0.01%	169
2026 Q1	$133K	Hold	2,460	–	–	0.01%	181
2025 Q4	$133K	Hold	2,460	–	–	0.01%	169
2025 Q3	$143K	Hold	2,460	–	–	0.01%	172
2025 Q2	$136K	Hold	2,460	–	–	0.01%	168
2025 Q1	$132K	Hold	2,460	–	–	0.01%	166
2024 Q4	$139K	Hold	2,460	–	–	0.01%	161
2024 Q3	$126K	Hold	2,460	–	–	0.01%	170
2024 Q2	$101K	Hold	2,460	–	–	0.01%	178
2024 Q1	$99.8K	Hold	2,460	–	–	0.01%	184
2023 Q4	$110K	Hold	2,460	–	–	0.01%	180
2023 Q3	$92.3K	Hold	2,460	–	–	0.01%	176
2023 Q2	$96.2K	Hold	2,460	–	–	0.01%	186
2023 Q1	$110K	Hold	2,460	–	–	0.01%	173
2022 Q4	$120K	Hold	2,460	–	–	0.01%	167
2022 Q3	$108K	Hold	2,460	–	–	0.01%	162
2022 Q2	$102K	Hold	2,460	–	–	0.01%	167
2022 Q1	$116K	Hold	2,460	–	–	0.01%	167
2021 Q4	$116K	Hold	2,460	–	–	0.01%	176
2021 Q3	$111K	Hold	2,460	–	–	0.01%	180
2021 Q2	$114K	Hold	2,460	–	–	0.01%	179
2021 Q1	$122K	Hold	2,460	–	–	0.01%	168
2020 Q4	$86K	Hold	2,460	–	–	0.01%	181
2020 Q3	$67K	Hold	2,460	–	–	0.01%	176
2020 Q2	$77K	Hold	2,460	–	–	0.01%	167
2020 Q1	$69K	Hold	2,460	–	–	0.01%	165
2019 Q4	$119K	Hold	2,460	–	–	0.02%	150
2019 Q3	$100K	Hold	2,460	–	–	0.01%	161
2019 Q2	$102K	Hold	2,460	–	–	0.01%	153
2019 Q1	$100K	Hold	2,460	–	–	0.01%	151
2018 Q4	$93K	Buy	+2,460	New	+$110K	0.01%	152
2015 Q1	–	Sell	-200	Closed	-$4K	–	331
2014 Q4	$4K	Hold	200	–	–	﹤0.01%	352
2014 Q3	$3K	Sell	200 -3,788	-95%	-$66.5K	﹤0.01%	360
2014 Q2	$72K	Buy	+3,988	New	+$73K	0.02%	173

Other funds holding EFSC