BDO Wealth Advisors’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 | $249K | Hold |
6,378
| – | – | 0.03% | 233 |
|
|
2023
Q1 | $284K | Hold |
6,378
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $312K | Hold |
6,378
| – | – | 0.04% | 218 |
|
|
2022
Q3 | $281K | Hold |
6,378
| – | – | 0.04% | 217 |
|
|
2022
Q2 | $265K | Hold |
6,378
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $302K | Hold |
6,378
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $300K | Hold |
6,378
| – | – | 0.03% | 232 |
|
|
2021
Q3 | $289K | Hold |
6,378
| – | – | 0.03% | 238 |
|
|
2021
Q2 | $296K | Hold |
6,378
| – | – | 0.03% | 240 |
|
|
2021
Q1 | $315K | Hold |
6,378
| – | – | 0.04% | 227 |
|
|
2020
Q4 | $223K | Hold |
6,378
| – | – | 0.03% | 222 |
|
|
2020
Q3 | $174K | Hold |
6,378
| – | – | 0.03% | 232 |
|
|
2020
Q2 | $198K | Buy |
6,378
+765
| +14% | +$23.7K | 0.03% | 218 |
|
|
2020
Q1 | $157K | Hold |
5,613
| – | – | 0.03% | 223 |
|
|
2019
Q4 | $271K | Hold |
5,613
| – | – | 0.07% | 165 |
|
|
2019
Q3 | $229K | Hold |
5,613
| – | – | 0.06% | 180 |
|
|
2019
Q2 | $234K | Buy |
5,613
+875
| +18% | +$36.5K | 0.06% | 173 |
|
|
2019
Q1 | $193K | Hold |
4,738
| – | – | 0.06% | 171 |
|
|
2018
Q4 | $178K | Hold |
4,738
| – | – | 0.06% | 161 |
|
|
2018
Q3 | $251K | Hold |
4,738
| – | – | 0.08% | 136 |
|
|
2018
Q2 | $256K | Buy |
+4,738
| New | +$256K | 0.09% | 134 |
|