CAPTRUST Financial Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,610
| Closed | -$204K | – | 2383 |
|
|
2024
Q4 | $204K | Buy |
+3,610
| New | +$204K | ﹤0.01% | 2132 |
|
|
2024
Q1 | – | Sell |
-4,767
| Closed | -$213K | – | 2301 |
|
|
2023
Q4 | $213K | Sell |
4,767
-636
| -12% | -$28.4K | ﹤0.01% | 2352 |
|
|
2023
Q3 | $203K | Buy |
+5,403
| New | +$203K | ﹤0.01% | 2285 |
|
|
2022
Q3 | – | Sell |
-787
| Closed | -$33K | – | 2622 |
|
|
2022
Q2 | $33K | Buy |
787
+147
| +23% | +$6.16K | ﹤0.01% | 3050 |
|
|
2022
Q1 | $30K | Buy |
640
+21
| +3% | +$984 | ﹤0.01% | 3141 |
|
|
2021
Q4 | $29K | Sell |
619
-1
| -0.2% | -$47 | ﹤0.01% | 3041 |
|
|
2021
Q3 | $28K | Buy |
620
+42
| +7% | +$1.9K | ﹤0.01% | 2937 |
|
|
2021
Q2 | $27K | Sell |
578
-1
| -0.2% | -$47 | ﹤0.01% | 2903 |
|
|
2021
Q1 | $29K | Buy |
579
+473
| +446% | +$23.7K | ﹤0.01% | 2767 |
|
|
2020
Q4 | $4K | Sell |
106
-149
| -58% | -$5.62K | ﹤0.01% | 2905 |
|
|
2020
Q3 | $7K | Hold |
255
| – | – | ﹤0.01% | 2417 |
|
|
2020
Q2 | $8K | Buy |
+255
| New | +$8K | ﹤0.01% | 2251 |
|
|
2019
Q4 | – | Sell |
-255
| Closed | -$10K | – | 1224 |
|
|
2019
Q3 | $10K | Sell |
255
-4
| -2% | -$157 | ﹤0.01% | 1494 |
|
|
2019
Q2 | $11K | Buy |
259
+106
| +69% | +$4.5K | ﹤0.01% | 1468 |
|
|
2019
Q1 | $6K | Buy |
+153
| New | +$6K | ﹤0.01% | 1489 |
|
|
2018
Q4 | – | Sell |
-164
| Closed | -$9K | – | 1605 |
|
|
2018
Q3 | $9K | Buy |
164
+32
| +24% | +$1.76K | ﹤0.01% | 1245 |
|
|
2018
Q2 | $7K | Buy |
+132
| New | +$7K | ﹤0.01% | 1258 |
|