Enterprise Financial Services Corp (EFSC)’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Buy |
868
+7
| +0.8% | +$1.7K | 0.11% | 147 |
|
2025
Q1 | $209K | Buy |
+861
| New | +$209K | 0.12% | 138 |
|
2021
Q3 | – | Sell |
-41
| Closed | -$7K | – | 504 |
|
2021
Q2 | $7K | Hold |
41
| – | – | ﹤0.01% | 837 |
|
2021
Q1 | $6K | Buy |
41
+2
| +5% | +$293 | ﹤0.01% | 878 |
|
2020
Q4 | $6K | Buy |
39
+3
| +8% | +$462 | ﹤0.01% | 827 |
|
2020
Q3 | $5K | Hold |
36
| – | – | ﹤0.01% | 826 |
|
2020
Q2 | $5K | Sell |
36
-9
| -20% | -$1.25K | ﹤0.01% | 836 |
|
2020
Q1 | $4K | Buy |
45
+26
| +137% | +$2.31K | ﹤0.01% | 818 |
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 980 |
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 967 |
|
2019
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1012 |
|
2019
Q1 | $2K | Sell |
19
-25
| -57% | -$2.63K | ﹤0.01% | 1031 |
|
2018
Q4 | $4K | Sell |
44
-17
| -28% | -$1.55K | ﹤0.01% | 691 |
|
2018
Q3 | $8K | Hold |
61
| – | – | ﹤0.01% | 628 |
|
2018
Q2 | $7K | Buy |
61
+17
| +39% | +$1.95K | ﹤0.01% | 644 |
|
2018
Q1 | $5K | Buy |
44
+25
| +132% | +$2.84K | ﹤0.01% | 714 |
|
2017
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 801 |
|
2017
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 814 |
|
2017
Q2 | $1K | Sell |
19
-210
| -92% | -$11.1K | ﹤0.01% | 873 |
|
2017
Q1 | $16K | Hold |
229
| – | – | 0.01% | 513 |
|
2016
Q4 | $15K | Buy |
229
+19
| +9% | +$1.25K | 0.01% | 504 |
|
2016
Q3 | $14K | Hold |
210
| – | – | 0.01% | 488 |
|
2016
Q2 | $14K | Hold |
210
| – | – | 0.01% | 472 |
|
2016
Q1 | $12K | Hold |
210
| – | – | 0.01% | 489 |
|
2015
Q4 | $11K | Hold |
210
| – | – | 0.01% | 542 |
|
2015
Q3 | $12K | Hold |
210
| – | – | 0.01% | 493 |
|
2015
Q2 | $11K | Hold |
210
| – | – | 0.01% | 536 |
|
2015
Q1 | $12K | Hold |
210
| – | – | 0.01% | 552 |
|
2014
Q4 | $10K | Hold |
210
| – | – | 0.01% | 601 |
|
2014
Q3 | $9K | Hold |
210
| – | – | 0.01% | 621 |
|
2014
Q2 | $9K | Hold |
210
| – | – | 0.01% | 640 |
|
2014
Q1 | $8K | Buy |
210
+115
| +121% | +$4.38K | ﹤0.01% | 676 |
|
2013
Q4 | $4K | Hold |
95
| – | – | ﹤0.01% | 804 |
|
2013
Q3 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 868 |
|