Creative Planning’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 | $3.15M | Buy |
58,189
+7,764
| +15% | +$438K | ﹤0.01% | 1542 |
|
|
2025
Q4 | $2.72M | Sell |
50,425
-5,546
| -10% | -$305K | ﹤0.01% | 1456 |
|
|
2025
Q3 | $3.25M | Sell |
55,971
-9,621
| -15% | -$560K | ﹤0.01% | 1160 |
|
|
2025
Q2 | $3.61M | Buy |
65,592
+8,496
| +15% | +$443K | ﹤0.01% | 928 |
|
|
2025
Q1 | $3.07M | Buy |
57,096
+15,340
| +37% | +$883K | ﹤0.01% | 924 |
|
|
2024
Q4 | $2.36M | Sell |
41,756
-2,076
| -5% | -$116K | ﹤0.01% | 1030 |
|
|
2024
Q3 | $2.25M | Buy |
43,832
+6,802
| +18% | +$334K | ﹤0.01% | 1005 |
|
|
2024
Q2 | $1.51M | Buy |
37,030
+3,474
| +10% | +$135K | ﹤0.01% | 1141 |
|
|
2024
Q1 | $1.36M | Buy |
33,556
+2,543
| +8% | +$104K | ﹤0.01% | 1145 |
|
|
2023
Q4 | $1.38M | Sell |
31,013
-899
| -3% | -$35.1K | ﹤0.01% | 1079 |
|
|
2023
Q3 | $1.2M | Buy |
31,912
+869
| +3% | +$34.7K | ﹤0.01% | 1086 |
|
|
2023
Q2 | $1.21M | Buy |
31,043
+904
| +3% | +$37.4K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $1.34M | Buy |
30,139
+35
| +0.1% | +$1.79K | ﹤0.01% | 937 |
|
|
2022
Q4 | $1.47M | Buy |
30,104
+2,130
| +8% | +$106K | ﹤0.01% | 853 |
|
|
2022
Q3 | $1.23M | Buy |
27,974
+2,067
| +8% | +$94K | ﹤0.01% | 873 |
|
|
2022
Q2 | $1.07M | Hold |
25,907
| – | – | ﹤0.01% | 945 |
|
|
2022
Q1 | $1.23M | Buy |
25,907
+2,498
| +11% | +$123K | ﹤0.01% | 897 |
|
|
2021
Q4 | $1.1M | Hold |
23,409
| – | – | ﹤0.01% | 911 |
|
|
2021
Q3 | $1.06M | Hold |
23,409
| – | – | ﹤0.01% | 920 |
|
|
2021
Q2 | $1.09M | Sell |
23,409
-22,720
| -49% | -$1.11M | ﹤0.01% | 897 |
|
|
2021
Q1 | $2.28M | Hold |
46,129
| – | – | ﹤0.01% | 667 |
|
|
2020
Q4 | $1.61M | Hold |
46,129
| – | – | ﹤0.01% | 748 |
|
|
2020
Q3 | $1.26M | Hold |
46,129
| – | – | ﹤0.01% | 722 |
|
|
2020
Q2 | $1.44M | Buy |
46,129
+1,423
| +3% | +$41.3K | ﹤0.01% | 614 |
|
|
2020
Q1 | $1.25M | Hold |
44,706
| – | – | ﹤0.01% | 562 |
|
|
2019
Q4 | $2.15M | Sell |
44,706
-1,100
| -2% | -$48.8K | 0.01% | 491 |
|
|
2019
Q3 | $1.87M | Sell |
45,806
-1,000
| -2% | -$40.3K | 0.01% | 514 |
|
|
2019
Q2 | $1.95M | Buy |
46,806
+7,000
| +18% | +$293K | 0.01% | 505 |
|
|
2019
Q1 | $1.62M | Sell |
39,806
-1,750
| -4% | -$75.2K | 0.01% | 538 |
|
|
2018
Q4 | $1.56M | Hold |
41,556
| – | – | 0.01% | 492 |
|
|
2018
Q3 | $2.21M | Hold |
41,556
| – | – | 0.01% | 457 |
|
|
2018
Q2 | $2.24M | Hold |
41,556
| – | – | 0.01% | 439 |
|
|
2018
Q1 | $1.95M | Sell |
41,556
-1,600
| -4% | -$76.4K | 0.01% | 471 |
|
|
2017
Q4 | $1.95M | Sell |
43,156
-3,101
| -7% | -$136K | 0.01% | 467 |
|
|
2017
Q3 | $1.96M | Hold |
46,257
| – | – | 0.01% | 468 |
|
|
2017
Q2 | $1.89M | Buy |
46,257
+9,427
| +26% | +$392K | 0.01% | 452 |
|
|
2017
Q1 | $1.56M | Sell |
36,830
-3,055
| -8% | -$130K | 0.01% | 508 |
|
|
2016
Q4 | $1.72M | Buy |
39,885
+12,783
| +47% | +$468K | 0.01% | 448 |
|
|
2016
Q3 | $847K | Hold |
27,102
| – | – | 0.01% | 662 |
|
|
2016
Q2 | $756K | Hold |
27,102
| – | – | 0.01% | 598 |
|
|
2016
Q1 | $733K | Hold |
27,102
| – | – | 0.01% | 598 |
|
|
2015
Q4 | $768K | Sell |
27,102
-1,329
| -5% | -$37.4K | 0.01% | 589 |
|
|
2015
Q3 | $716K | Buy |
28,431
+329
| +1% | +$7.88K | 0.01% | 592 |
|
|
2015
Q2 | $640K | Hold |
28,102
| – | – | 0.01% | 596 |
|
|
2015
Q1 | $581K | Hold |
28,102
| – | – | 0.01% | 677 |
|
|
2014
Q4 | $554K | Sell |
28,102
-2,571
| -8% | -$47.7K | 0.01% | 658 |
|
|
2014
Q3 | $513K | Hold |
30,673
| – | – | 0.01% | 647 |
|
|
2014
Q2 | $554K | Hold |
30,673
| – | – | 0.01% | 603 |
|
|
2014
Q1 | $616K | Hold |
30,673
| – | – | 0.01% | 534 |
|
|
2013
Q4 | $626K | Sell |
30,673
-102
| -0.3% | -$1.89K | 0.01% | 454 |
|
|
2013
Q3 | $520K | Sell |
30,775
-880
| -3% | -$15.3K | 0.01% | 436 |
|
|
2013
Q2 | $505K | Buy |
+31,655
| New | +$471K | 0.01% | 402 |
|
Other funds holding EFSC
VCM
NAMI
