CA
Claris Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
5,633
+3
| +0.1% | +$165 | 0.11% | 57 |
|
|
2025
Q1 | $303K | Buy |
5,630
+4
| +0.1% | +$215 | 0.11% | 59 |
|
|
2024
Q4 | $317K | Buy |
5,626
+3
| +0.1% | +$169 | 0.12% | 51 |
|
|
2024
Q3 | $288K | Buy |
5,623
+3
| +0.1% | +$154 | 0.13% | 44 |
|
|
2024
Q2 | $230K | Buy |
5,620
+8
| +0.1% | +$327 | 0.12% | 51 |
|
|
2024
Q1 | $228K | Buy |
5,612
+3
| +0.1% | +$122 | 0.11% | 52 |
|
|
2023
Q4 | $250K | Buy |
5,609
+4
| +0.1% | +$179 | 0.14% | 44 |
|
|
2023
Q3 | $210K | Buy |
5,605
+302
| +6% | +$11.3K | 0.13% | 46 |
|
|
2023
Q2 | $207K | Buy |
5,303
+2
| +0% | +$78 | 0.14% | 45 |
|
|
2023
Q1 | $236K | Hold |
5,301
| – | – | 0.18% | 38 |
|
|
2022
Q4 | $260K | Buy |
5,301
+1
| +0% | +$49 | 0.25% | 42 |
|
|
2022
Q3 | $233K | Hold |
5,300
| – | – | 0.27% | 36 |
|
|
2022
Q2 | $220K | Hold |
5,300
| – | – | 0.24% | 41 |
|
|
2022
Q1 | $251K | Hold |
5,300
| – | – | 0.27% | 39 |
|
|
2021
Q4 | $250K | Buy |
+5,300
| New | +$250K | 0.26% | 41 |
|