Carolinas Wealth Consulting’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 | – | Sell |
-51
| Closed | -$2.74K | – | 257 |
|
|
2025
Q1 | $2.74K | Hold |
51
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $2.88K | Sell |
51
-6
| -11% | -$338 | ﹤0.01% | 748 |
|
|
2024
Q3 | $2.92K | Hold |
57
| – | – | ﹤0.01% | 750 |
|
|
2024
Q2 | $2.33K | Sell |
57
-9
| -14% | -$368 | ﹤0.01% | 774 |
|
|
2024
Q1 | $2.69K | Hold |
66
| – | – | ﹤0.01% | 745 |
|
|
2023
Q4 | $2.95K | Sell |
66
-5
| -7% | -$223 | ﹤0.01% | 695 |
|
|
2023
Q3 | $2.47K | Hold |
71
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $2.78K | Sell |
71
-12
| -14% | -$469 | ﹤0.01% | 769 |
|
|
2023
Q1 | $3.7K | Buy |
83
+13
| +19% | +$580 | ﹤0.01% | 734 |
|
|
2022
Q4 | $3.43K | Sell |
70
-2
| -3% | -$98 | ﹤0.01% | 741 |
|
|
2022
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 712 |
|
|
2022
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 716 |
|
|
2022
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $3K | Buy |
72
+1
| +1% | +$42 | ﹤0.01% | 769 |
|
|
2021
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 736 |
|
|
2021
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 757 |
|
|
2021
Q1 | $4K | Buy |
71
+16
| +29% | +$901 | ﹤0.01% | 730 |
|
|
2020
Q4 | $2K | Sell |
55
-10
| -15% | -$364 | ﹤0.01% | 739 |
|
|
2020
Q3 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 689 |
|