Canada Life’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 | $728K | Buy |
13,193
+822
| +7% | +$45.4K | ﹤0.01% | 1518 |
|
|
2025
Q1 | $667K | Buy |
12,371
+1,371
| +12% | +$73.9K | ﹤0.01% | 1543 |
|
|
2024
Q4 | $619K | Sell |
11,000
-3,106
| -22% | -$175K | ﹤0.01% | 1597 |
|
|
2024
Q3 | $725K | Sell |
14,106
-920
| -6% | -$47.3K | ﹤0.01% | 1598 |
|
|
2024
Q2 | $615K | Buy |
15,026
+4,170
| +38% | +$171K | ﹤0.01% | 1629 |
|
|
2024
Q1 | $440K | Hold |
10,856
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q4 | $481K | Hold |
10,856
| – | – | ﹤0.01% | 1708 |
|
|
2023
Q3 | $407K | Buy |
10,856
+3,154
| +41% | +$118K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $303K | Hold |
7,702
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q1 | $344K | Buy |
7,702
+5,682
| +281% | +$254K | ﹤0.01% | 1787 |
|
|
2022
Q4 | $99K | Hold |
2,020
| – | – | ﹤0.01% | 1987 |
|
|
2022
Q3 | $89K | Hold |
2,020
| – | – | ﹤0.01% | 2007 |
|
|
2022
Q2 | $84K | Hold |
2,020
| – | – | ﹤0.01% | 1952 |
|
|
2022
Q1 | $102K | Buy |
2,020
+460
| +29% | +$23.2K | ﹤0.01% | 1995 |
|
|
2021
Q4 | $73K | Hold |
1,560
| – | – | ﹤0.01% | 2079 |
|
|
2021
Q3 | $71K | Hold |
1,560
| – | – | ﹤0.01% | 2135 |
|
|
2021
Q2 | $72K | Sell |
1,560
-697
| -31% | -$32.2K | ﹤0.01% | 2161 |
|
|
2021
Q1 | $111K | Hold |
2,257
| – | – | ﹤0.01% | 2076 |
|
|
2020
Q4 | $79K | Hold |
2,257
| – | – | ﹤0.01% | 2161 |
|
|
2020
Q3 | $62K | Sell |
2,257
-172
| -7% | -$4.73K | ﹤0.01% | 2135 |
|
|
2020
Q2 | $75K | Buy |
2,429
+9
| +0.4% | +$278 | ﹤0.01% | 2124 |
|
|
2020
Q1 | $68K | Sell |
2,420
-1
| -0% | -$28 | ﹤0.01% | 2060 |
|
|
2019
Q4 | $116K | Buy |
+2,421
| New | +$116K | ﹤0.01% | 2041 |
|
|
2019
Q3 | – | Sell |
-3,501
| Closed | -$146K | – | 1453 |
|
|
2019
Q2 | $146K | Buy |
3,501
+7
| +0.2% | +$292 | ﹤0.01% | 2106 |
|
|
2019
Q1 | $142K | Hold |
3,494
| – | – | ﹤0.01% | 1962 |
|
|
2018
Q4 | $127K | Sell |
3,494
-7
| -0.2% | -$254 | ﹤0.01% | 2066 |
|
|
2018
Q3 | $186K | Hold |
3,501
| – | – | ﹤0.01% | 2003 |
|
|
2018
Q2 | $189K | Hold |
3,501
| – | – | ﹤0.01% | 1991 |
|
|
2018
Q1 | $164K | Buy |
3,501
+70
| +2% | +$3.28K | ﹤0.01% | 2015 |
|
|
2017
Q4 | $155K | Hold |
3,431
| – | – | ﹤0.01% | 2030 |
|
|
2017
Q3 | $145K | Buy |
3,431
+2,531
| +281% | +$107K | ﹤0.01% | 2041 |
|
|
2017
Q2 | $37K | Hold |
900
| – | – | ﹤0.01% | 2407 |
|
|
2017
Q1 | $38K | Hold |
900
| – | – | ﹤0.01% | 2363 |
|
|
2016
Q4 | $39K | Hold |
900
| – | – | ﹤0.01% | 2379 |
|
|
2016
Q3 | $28K | Hold |
900
| – | – | ﹤0.01% | 2436 |
|
|
2016
Q2 | $25K | Hold |
900
| – | – | ﹤0.01% | 2440 |
|
|
2016
Q1 | $24K | Hold |
900
| – | – | ﹤0.01% | 2315 |
|
|
2015
Q4 | $25K | Hold |
900
| – | – | ﹤0.01% | 2328 |
|
|
2015
Q3 | $23K | Hold |
900
| – | – | ﹤0.01% | 2299 |
|
|
2015
Q2 | $20K | Hold |
900
| – | – | ﹤0.01% | 2460 |
|
|
2015
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 2357 |
|
|
2014
Q4 | $18K | Hold |
900
| – | – | ﹤0.01% | 2351 |
|
|
2014
Q3 | $15K | Hold |
900
| – | – | ﹤0.01% | 2353 |
|
|
2014
Q2 | $16K | Hold |
900
| – | – | ﹤0.01% | 2267 |
|
|
2014
Q1 | $18K | Hold |
900
| – | – | ﹤0.01% | 2147 |
|
|
2013
Q4 | $18K | Buy |
+900
| New | +$18K | ﹤0.01% | 2149 |
|