Enterprise Financial Services Corp (EFSC)’s LPL Financial LPLA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,150	Closed	-$465K	–	161
2022 Q4	$465K	Sell	2,150 -15	-0.7%	-$3.51K	0.32%	75
2022 Q3	$473K	Sell	2,165 -1,204	-36%	-$256K	0.35%	71
2022 Q2	$622K	Sell	3,369 -1,226	-27%	-$233K	0.12%	133
2022 Q1	$839K	Sell	4,595 -1,129	-20%	-$197K	0.14%	122
2021 Q4	$916K	Sell	5,724 -10,168	-64%	-$1.68M	0.14%	123
2021 Q3	$2.49M	Buy	15,892 +12,958	+442%	+$1.86M	0.32%	68
2021 Q2	$396K	Sell	2,934 -80	-3%	-$11.6K	0.06%	160
2021 Q1	$428K	Sell	3,014 -148	-5%	-$18.9K	0.08%	143
2020 Q4	$330K	Buy	3,162 +1,040	+49%	+$93.5K	0.06%	158
2020 Q3	$163K	Buy	2,122 +2,090	+6,531%	+$166K	0.03%	231
2020 Q2	$3K	Hold	32	–	–	﹤0.01%	976
2020 Q1	$2K	Hold	32	–	–	﹤0.01%	1032
2019 Q4	$3K	Hold	32	–	–	﹤0.01%	943
2019 Q3	$3K	Hold	32	–	–	﹤0.01%	932
2019 Q2	$3K	Hold	32	–	–	﹤0.01%	972
2019 Q1	$2K	Hold	32	–	–	﹤0.01%	1050
2018 Q4	$2K	Hold	32	–	–	﹤0.01%	821
2018 Q3	$2K	Hold	32	–	–	﹤0.01%	928
2018 Q2	$2K	Hold	32	–	–	﹤0.01%	866
2018 Q1	$2K	Hold	32	–	–	﹤0.01%	839
2017 Q4	$2K	Hold	32	–	–	﹤0.01%	819
2017 Q3	$2K	Hold	32	–	–	﹤0.01%	832
2017 Q2	$1K	Hold	32	–	–	﹤0.01%	891
2017 Q1	$1K	Hold	32	–	–	﹤0.01%	1019
2016 Q4	$1K	Buy	+32	New	+$1.12K	﹤0.01%	1017
2014 Q3	–	Sell	-85	Closed	-$4K	–	1273
2014 Q2	$4K	Hold	85	–	–	﹤0.01%	876
2014 Q1	$4K	Buy	+85	New	+$4.49K	﹤0.01%	879