Enterprise Financial Services Corp (EFSC)’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Sell |
2,043
-56
| -3% | -$9.66K | 0.19% | 102 |
|
|
2025
Q1 | $464K | Sell |
2,099
-45
| -2% | -$9.94K | 0.27% | 77 |
|
|
2024
Q4 | $440K | Sell |
2,144
-4
| -0.2% | -$822 | 0.25% | 85 |
|
|
2024
Q3 | $386K | Buy |
2,148
+25
| +1% | +$4.49K | 0.22% | 91 |
|
|
2024
Q2 | $316K | Sell |
2,123
-133
| -6% | -$19.8K | 0.19% | 105 |
|
|
2024
Q1 | $361K | Sell |
2,256
-510
| -18% | -$81.5K | 0.22% | 97 |
|
|
2023
Q4 | $367K | Buy |
2,766
+830
| +43% | +$110K | 0.22% | 101 |
|
|
2023
Q3 | $219K | Sell |
1,936
-3
| -0.2% | -$339 | 0.15% | 141 |
|
|
2023
Q2 | $245K | Sell |
1,939
-20
| -1% | -$2.52K | 0.16% | 137 |
|
|
2023
Q1 | $221K | Sell |
1,959
-38
| -2% | -$4.3K | 0.14% | 144 |
|
|
2022
Q4 | $202K | Buy |
+1,997
| New | +$202K | 0.14% | 145 |
|
|
2021
Q4 | – | Sell |
-2,203
| Closed | -$239K | – | 393 |
|
|
2021
Q3 | $239K | Sell |
2,203
-1,577
| -42% | -$171K | 0.03% | 274 |
|
|
2021
Q2 | $404K | Sell |
3,780
-576
| -13% | -$61.6K | 0.06% | 159 |
|
|
2021
Q1 | $519K | Sell |
4,356
-109
| -2% | -$13K | 0.09% | 128 |
|
|
2020
Q4 | $508K | Sell |
4,465
-1,111
| -20% | -$126K | 0.1% | 126 |
|
|
2020
Q3 | $574K | Sell |
5,576
-40
| -0.7% | -$4.12K | 0.12% | 105 |
|
|
2020
Q2 | $548K | Sell |
5,616
-8
| -0.1% | -$781 | 0.12% | 108 |
|
|
2020
Q1 | $534K | Buy |
5,624
+39
| +0.7% | +$3.7K | 0.13% | 105 |
|
|
2019
Q4 | $646K | Hold |
5,585
| – | – | 0.14% | 107 |
|
|
2019
Q3 | $579K | Buy |
5,585
+5,373
| +2,534% | +$557K | 0.13% | 115 |
|
|
2019
Q2 | $19K | Buy |
212
+9
| +4% | +$807 | ﹤0.01% | 588 |
|
|
2019
Q1 | $18K | Hold |
203
| – | – | ﹤0.01% | 601 |
|
|
2018
Q4 | $15K | Hold |
203
| – | – | 0.01% | 436 |
|
|
2018
Q3 | $17K | Hold |
203
| – | – | 0.01% | 460 |
|
|
2018
Q2 | $15K | Buy |
203
+25
| +14% | +$1.85K | 0.01% | 507 |
|
|
2018
Q1 | $13K | Hold |
178
| – | – | 0.01% | 553 |
|
|
2017
Q4 | $12K | Hold |
178
| – | – | 0.01% | 548 |
|
|
2017
Q3 | $11K | Hold |
178
| – | – | 0.01% | 562 |
|
|
2017
Q2 | $11K | Sell |
178
-48
| -21% | -$2.97K | 0.01% | 563 |
|
|
2017
Q1 | $13K | Hold |
226
| – | – | 0.01% | 557 |
|
|
2016
Q4 | $12K | Hold |
226
| – | – | 0.01% | 562 |
|
|
2016
Q3 | $11K | Hold |
226
| – | – | 0.01% | 539 |
|
|
2016
Q2 | $12K | Hold |
226
| – | – | 0.01% | 498 |
|
|
2016
Q1 | $12K | Hold |
226
| – | – | 0.01% | 495 |
|
|
2015
Q4 | $10K | Hold |
226
| – | – | 0.01% | 567 |
|
|
2015
Q3 | $10K | Buy |
226
+30
| +15% | +$1.33K | 0.01% | 535 |
|
|
2015
Q2 | $8K | Sell |
196
-250
| -56% | -$10.2K | ﹤0.01% | 611 |
|
|
2015
Q1 | $17K | Hold |
446
| – | – | 0.01% | 457 |
|
|
2014
Q4 | $16K | Hold |
446
| – | – | 0.01% | 488 |
|
|
2014
Q3 | $15K | Sell |
446
-44
| -9% | -$1.48K | 0.01% | 502 |
|
|
2014
Q2 | $15K | Buy |
490
+38
| +8% | +$1.16K | 0.01% | 513 |
|
|
2014
Q1 | $13K | Hold |
452
| – | – | 0.01% | 538 |
|
|
2013
Q4 | $14K | Hold |
452
| – | – | 0.01% | 488 |
|
|
2013
Q3 | $11K | Buy |
452
+56
| +14% | +$1.36K | 0.01% | 525 |
|
|
2013
Q2 | $9K | Buy |
+396
| New | +$9K | 0.01% | 476 |
|