Cornerstone Wealth Management’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 | $745K | Buy |
13,530
+8
| +0.1% | +$441 | 0.05% | 322 |
|
|
2025
Q1 | $727K | Buy |
13,522
+9
| +0.1% | +$484 | 0.05% | 308 |
|
|
2024
Q4 | $762K | Buy |
13,513
+7
| +0.1% | +$395 | 0.05% | 277 |
|
|
2024
Q3 | $692K | Sell |
13,506
-40
| -0.3% | -$2.05K | 0.05% | 283 |
|
|
2024
Q2 | $554K | Buy |
13,546
+10
| +0.1% | +$409 | 0.04% | 313 |
|
|
2024
Q1 | $549K | Buy |
13,536
+10
| +0.1% | +$406 | 0.04% | 316 |
|
|
2023
Q4 | $604K | Sell |
13,526
-2,242
| -14% | -$100K | 0.05% | 283 |
|
|
2023
Q3 | $591K | Buy |
15,768
+10
| +0.1% | +$375 | 0.06% | 261 |
|
|
2023
Q2 | $616K | Buy |
+15,758
| New | +$616K | 0.06% | 263 |
|
|
2018
Q4 | – | Sell |
-58,282
| Closed | -$1.37M | – | 551 |
|
|
2018
Q3 | $1.37M | Sell |
58,282
-16,973
| -23% | -$398K | 0.02% | 623 |
|
|
2018
Q2 | $1.38M | Buy |
+75,255
| New | +$1.38M | 0.02% | 657 |
|