Chicago Partners Investment Group’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 | $253K | Buy |
4,386
+23
| +0.5% | +$1.33K | 0.01% | 925 |
|
|
2025
Q1 | $230K | Buy |
4,363
+37
| +0.9% | +$1.95K | 0.01% | 802 |
|
|
2024
Q4 | $241K | Buy |
4,326
+20
| +0.5% | +$1.11K | 0.01% | 745 |
|
|
2024
Q3 | $228K | Buy |
4,306
+22
| +0.5% | +$1.17K | 0.01% | 709 |
|
|
2024
Q2 | $228K | Buy |
+4,284
| New | +$228K | 0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-4,257
| Closed | -$238K | – | 669 |
|
|
2022
Q4 | $238K | Hold |
4,257
| – | – | 0.01% | 543 |
|
|
2022
Q3 | $222K | Hold |
4,257
| – | – | 0.02% | 509 |
|
|
2022
Q2 | $200K | Buy |
+4,257
| New | +$200K | 0.01% | 548 |
|
|
2022
Q1 | – | Sell |
-4,257
| Closed | -$210K | – | 579 |
|
|
2021
Q4 | $210K | Hold |
4,257
| – | – | 0.01% | 518 |
|
|
2021
Q3 | $210K | Buy |
+4,257
| New | +$210K | 0.01% | 539 |
|
|
2021
Q2 | – | Sell |
-4,257
| Closed | -$213K | – | 543 |
|
|
2021
Q1 | $213K | Buy |
+4,257
| New | +$213K | 0.02% | 475 |
|
|
2020
Q1 | – | Sell |
-4,257
| Closed | -$206K | – | 364 |
|
|
2019
Q4 | $206K | Buy |
+4,257
| New | +$206K | 0.03% | 347 |
|