Bank of Montreal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,720
| Closed | -$258K | – | 3600 |
|
|
2023
Q1 | $258K | Buy |
5,720
+377
| +7% | +$17K | ﹤0.01% | 2612 |
|
|
2022
Q4 | $266K | Buy |
+5,343
| New | +$266K | ﹤0.01% | 2583 |
|
|
2022
Q3 | – | Sell |
-5,513
| Closed | -$237 | – | 3579 |
|
|
2022
Q2 | $237 | Buy |
5,513
+265
| +5% | +$11 | ﹤0.01% | 2764 |
|
|
2022
Q1 | $257K | Sell |
5,248
-59,714
| -92% | -$2.92M | ﹤0.01% | 2828 |
|
|
2021
Q4 | $3.08M | Buy |
64,962
+60,098
| +1,236% | +$2.85M | ﹤0.01% | 1367 |
|
|
2021
Q3 | $223K | Buy |
+4,864
| New | +$223K | ﹤0.01% | 3094 |
|
|
2021
Q2 | – | Sell |
-4,454
| Closed | -$222K | – | 3800 |
|
|
2021
Q1 | $222K | Sell |
4,454
-3,391
| -43% | -$169K | ﹤0.01% | 2699 |
|
|
2020
Q4 | $290K | Buy |
7,845
+2,695
| +52% | +$99.6K | ﹤0.01% | 2583 |
|
|
2020
Q3 | $151K | Buy |
5,150
+2,403
| +87% | +$70.5K | ﹤0.01% | 2488 |
|
|
2020
Q2 | $75K | Sell |
2,747
-289
| -10% | -$7.89K | ﹤0.01% | 2869 |
|
|
2020
Q1 | $83K | Sell |
3,036
-3,548
| -54% | -$97K | ﹤0.01% | 2396 |
|
|
2019
Q4 | $318K | Buy |
6,584
+1,109
| +20% | +$53.6K | ﹤0.01% | 2450 |
|
|
2019
Q3 | $223K | Sell |
5,475
-60,057
| -92% | -$2.45M | ﹤0.01% | 2397 |
|
|
2019
Q2 | $2.73M | Sell |
65,532
-5,622
| -8% | -$234K | ﹤0.01% | 1298 |
|
|
2019
Q1 | $2.9M | Sell |
71,154
-882
| -1% | -$36K | ﹤0.01% | 1293 |
|
|
2018
Q4 | $2.71M | Buy |
72,036
+18,445
| +34% | +$694K | ﹤0.01% | 1242 |
|
|
2018
Q3 | $2.84M | Buy |
53,591
+52,115
| +3,531% | +$2.76M | ﹤0.01% | 1357 |
|
|
2018
Q2 | $79K | Buy |
1,476
+128
| +9% | +$6.85K | ﹤0.01% | 2925 |
|
|
2018
Q1 | $63K | Buy |
1,348
+34
| +3% | +$1.59K | ﹤0.01% | 2880 |
|
|
2017
Q4 | $59K | Buy |
1,314
+842
| +178% | +$37.8K | ﹤0.01% | 2909 |
|
|
2017
Q3 | $20K | Sell |
472
-55,589
| -99% | -$2.36M | ﹤0.01% | 3230 |
|
|
2017
Q2 | $2.29M | Sell |
56,061
-9,584
| -15% | -$391K | ﹤0.01% | 1444 |
|
|
2017
Q1 | $2.78M | Buy |
65,645
+6,145
| +10% | +$261K | ﹤0.01% | 1269 |
|
|
2016
Q4 | $2.28M | Buy |
59,500
+34,717
| +140% | +$1.33M | ﹤0.01% | 1353 |
|
|
2016
Q3 | $774K | Buy |
24,783
+24,311
| +5,151% | +$759K | ﹤0.01% | 1761 |
|
|
2016
Q2 | $13K | Hold |
472
| – | – | ﹤0.01% | 3232 |
|
|
2016
Q1 | $13K | Hold |
472
| – | – | ﹤0.01% | 3276 |
|
|
2015
Q4 | $13K | Buy |
+472
| New | +$13K | ﹤0.01% | 3307 |
|
|
2014
Q3 | – | Sell |
-480
| Closed | -$9K | – | 3631 |
|
|
2014
Q2 | $9K | Sell |
480
-3,993
| -89% | -$74.9K | ﹤0.01% | 3489 |
|
|
2014
Q1 | $90K | Sell |
4,473
-445
| -9% | -$8.95K | ﹤0.01% | 2358 |
|
|
2013
Q4 | $100K | Sell |
4,918
-29
| -0.6% | -$590 | ﹤0.01% | 2225 |
|
|
2013
Q3 | $84K | Buy |
+4,947
| New | +$84K | ﹤0.01% | 2204 |
|