Chicago Partners Investment Group’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Buy |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $241K | Buy |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $228K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $200K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Hold |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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