Bailard’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 | $303K | Buy |
+5,500
| New | +$303K | 0.01% | 593 |
|
|
2024
Q4 | – | Sell |
-4,200
| Closed | -$215K | – | 755 |
|
|
2024
Q3 | $215K | Sell |
4,200
-5,900
| -58% | -$302K | 0.01% | 694 |
|
|
2024
Q2 | $413K | Buy |
+10,100
| New | +$413K | 0.01% | 487 |
|
|
2023
Q4 | – | Sell |
-15,473
| Closed | -$580K | – | 742 |
|
|
2023
Q3 | $580K | Sell |
15,473
-756
| -5% | -$28.4K | 0.02% | 379 |
|
|
2023
Q2 | $635K | Buy |
16,229
+8,746
| +117% | +$342K | 0.02% | 339 |
|
|
2023
Q1 | $334K | Sell |
7,483
-1,300
| -15% | -$58K | 0.01% | 486 |
|
|
2022
Q4 | $430K | Buy |
+8,783
| New | +$430K | 0.02% | 433 |
|