Claris Advisors’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 Q4	–	Sell	-5,633	Closed	-$310K	–	71
2025 Q3	$310K	Hold	5,633	–	–	0.11%	57
2025 Q2	$310K	Buy	5,633 +3	+0.1%	+$156	0.11%	57
2025 Q1	$303K	Buy	5,630 +4	+0.1%	+$230	0.11%	59
2024 Q4	$317K	Buy	5,626 +3	+0.1%	+$168	0.12%	51
2024 Q3	$288K	Buy	5,623 +3	+0.1%	+$147	0.13%	44
2024 Q2	$230K	Buy	5,620 +8	+0.1%	+$311	0.12%	51
2024 Q1	$228K	Buy	5,612 +3	+0.1%	+$123	0.11%	52
2023 Q4	$250K	Buy	5,609 +4	+0.1%	+$156	0.14%	44
2023 Q3	$210K	Buy	5,605 +302	+6%	+$12.1K	0.13%	46
2023 Q2	$207K	Buy	5,303 +2	+0%	+$83	0.14%	45
2023 Q1	$236K	Hold	5,301	–	–	0.18%	38
2022 Q4	$260K	Buy	5,301 +1	+0%	+$50	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	+$253K	0.26%	41