Cornerstone Wealth Management’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
Q2 | $745K | Buy |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $616K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.38M | Buy |
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