Concord Wealth Partners’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	–	Sell	-21	Closed	-$1.13K	–	877
2025 Q1	$1.13K	Hold	21	–	–	﹤0.01%	720
2024 Q4	$1.18K	Hold	21	–	–	﹤0.01%	771
2024 Q3	$1.08K	Buy	+21	New	+$1.08K	﹤0.01%	826