Dakota 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 | $223K | Hold |
4,048
| – | – | ﹤0.01% | 702 |
|
|
2025
Q1 | $218K | Sell |
4,048
-727
| -15% | -$39.1K | 0.01% | 695 |
|
|
2024
Q4 | $269K | Sell |
4,775
-760
| -14% | -$42.9K | 0.01% | 641 |
|
|
2024
Q3 | $284K | Sell |
5,535
-1,402
| -20% | -$71.9K | 0.01% | 601 |
|
|
2024
Q2 | $284K | Sell |
6,937
-294
| -4% | -$12K | 0.01% | 590 |
|
|
2024
Q1 | $293K | Buy |
7,231
+1,865
| +35% | +$75.6K | 0.01% | 587 |
|
|
2023
Q4 | $240K | Hold |
5,366
| – | – | 0.01% | 562 |
|
|
2023
Q3 | $201K | Buy |
+5,366
| New | +$201K | 0.01% | 595 |
|
|
2023
Q1 | – | Sell |
-4,288
| Closed | -$210K | – | 619 |
|
|
2022
Q4 | $210K | Sell |
4,288
-459
| -10% | -$22.5K | 0.01% | 536 |
|
|
2022
Q3 | $209K | Buy |
+4,747
| New | +$209K | 0.02% | 490 |
|