Clearstead Advisors’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
$239K Buy
4,340
+177
+4% +$9.75K ﹤0.01% 840
2025
Q1
$224K Hold
4,163
﹤0.01% 798
2024
Q4
$235K Hold
4,163
﹤0.01% 805
2024
Q3
$213K Hold
4,163
﹤0.01% 837
2024
Q2
$170K Buy
+4,163
New +$170K ﹤0.01% 866