Covestor’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
2026 Q1	$8K	Buy	160 +5	+3%	+$282	0.01%	1549
2025 Q4	$9K	Sell	155 -1	-0.6%	-$55	﹤0.01%	1621
2025 Q3	$9K	Sell	156 -59	-27%	-$3.43K	0.01%	1649
2025 Q2	$12K	Buy	215 +197	+1,094%	+$10.3K	0.01%	1465
2025 Q1	$1K	Sell	18 -13	-42%	-$748	﹤0.01%	1955
2024 Q4	$2K	Buy	31 +3	+11%	+$168	﹤0.01%	1865
2024 Q3	$1K	Sell	28 -4	-13%	-$197	﹤0.01%	1947
2024 Q2	$1K	Buy	32 +6	+23%	+$233	﹤0.01%	1978
2024 Q1	$1K	Buy	26 +23	+767%	+$942	﹤0.01%	1951
2023 Q4	$0	Sell	3 -1	-25%	-$39	﹤0.01%	2258
2023 Q3	$0	Hold	4	–	–	﹤0.01%	2234
2023 Q2	$0	Sell	4 -6	-60%	-$248	﹤0.01%	2244
2023 Q1	$0	Buy	10 +3	+43%	+$153	﹤0.01%	2149
2022 Q4	$0	Buy	7 +1	+17%	+$50	﹤0.01%	2179
2022 Q3	$0	Hold	6	–	–	﹤0.01%	2127
2022 Q2	$0	Sell	6 -2	-25%	-$89	﹤0.01%	2022
2022 Q1	$0	Sell	8 -26	-76%	-$1.27K	﹤0.01%	2190
2021 Q4	$2K	Buy	+34	New	+$1.62K	﹤0.01%	1532