Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,993
| Closed | -$203K | – | 776 |
|
|
2024
Q1 | $203K | Sell |
4,993
-2,410
| -33% | -$97.8K | ﹤0.01% | 708 |
|
|
2023
Q4 | $331K | Sell |
7,403
-500
| -6% | -$22.3K | ﹤0.01% | 544 |
|
|
2023
Q3 | $296K | Hold |
7,903
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $309K | Buy |
7,903
+266
| +3% | +$10.4K | ﹤0.01% | 531 |
|
|
2023
Q1 | $374K | Hold |
7,637
| – | – | 0.01% | 444 |
|
|
2022
Q4 | $374K | Sell |
7,637
-7,329
| -49% | -$359K | 0.01% | 446 |
|
|
2022
Q3 | $659K | Hold |
14,966
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $621K | Hold |
14,966
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $708K | Buy |
14,966
+570
| +4% | +$27K | 0.01% | 303 |
|
|
2021
Q4 | $678K | Buy |
+14,396
| New | +$678K | 0.01% | 309 |
|