Enterprise Financial Services Corp (EFSC)’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
2,685
+197
| +8% | +$27.7K | 0.2% | 96 |
|
|
2025
Q1 | $290K | Sell |
2,488
-187
| -7% | -$21.8K | 0.17% | 109 |
|
|
2024
Q4 | $336K | Buy |
2,675
+102
| +4% | +$12.8K | 0.19% | 106 |
|
|
2024
Q3 | $268K | Sell |
2,573
-225
| -8% | -$23.5K | 0.16% | 120 |
|
|
2024
Q2 | $272K | Buy |
2,798
+51
| +2% | +$4.96K | 0.17% | 122 |
|
|
2024
Q1 | $259K | Sell |
2,747
-80
| -3% | -$7.53K | 0.16% | 130 |
|
|
2023
Q4 | $264K | Sell |
2,827
-124
| -4% | -$11.6K | 0.16% | 133 |
|
|
2023
Q3 | $241K | Buy |
2,951
+108
| +4% | +$8.82K | 0.17% | 128 |
|
|
2023
Q2 | $243K | Sell |
2,843
-147
| -5% | -$12.6K | 0.15% | 139 |
|
|
2023
Q1 | $263K | Buy |
2,990
+25
| +0.8% | +$2.2K | 0.17% | 126 |
|
|
2022
Q4 | $252K | Buy |
2,965
+74
| +3% | +$6.29K | 0.17% | 122 |
|
|
2022
Q3 | $229K | Buy |
2,891
+246
| +9% | +$19.5K | 0.17% | 123 |
|
|
2022
Q2 | $201K | Buy |
2,645
+107
| +4% | +$8.13K | 0.04% | 271 |
|
|
2022
Q1 | $222K | Sell |
2,538
-574
| -18% | -$50.2K | 0.04% | 261 |
|
|
2021
Q4 | $305K | Sell |
3,112
-15,870
| -84% | -$1.56M | 0.05% | 236 |
|
|
2021
Q3 | $1.85M | Buy |
18,982
+16,021
| +541% | +$1.56M | 0.24% | 93 |
|
|
2021
Q2 | $272K | Sell |
2,961
-156
| -5% | -$14.3K | 0.04% | 197 |
|
|
2021
Q1 | $242K | Hold |
3,117
| – | – | 0.04% | 203 |
|
|
2020
Q4 | $214K | Buy |
3,117
+1,903
| +157% | +$131K | 0.04% | 206 |
|
|
2020
Q3 | $59K | Hold |
1,214
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $59K | Sell |
1,214
-69
| -5% | -$3.35K | 0.01% | 345 |
|
|
2020
Q1 | $44K | Buy |
1,283
+353
| +38% | +$12.1K | 0.01% | 372 |
|
|
2019
Q4 | $48K | Hold |
930
| – | – | 0.01% | 424 |
|
|
2019
Q3 | $40K | Sell |
930
-38
| -4% | -$1.63K | 0.01% | 437 |
|
|
2019
Q2 | $42K | Buy |
968
+38
| +4% | +$1.65K | 0.01% | 441 |
|
|
2019
Q1 | $39K | Sell |
930
-10
| -1% | -$419 | 0.01% | 453 |
|
|
2018
Q4 | $37K | Buy |
940
+117
| +14% | +$4.61K | 0.02% | 284 |
|
|
2018
Q3 | $38K | Buy |
823
+4
| +0.5% | +$185 | 0.02% | 323 |
|
|
2018
Q2 | $39K | Sell |
819
-132
| -14% | -$6.29K | 0.02% | 335 |
|
|
2018
Q1 | $51K | Buy |
951
+132
| +16% | +$7.08K | 0.03% | 289 |
|
|
2017
Q4 | $43K | Hold |
819
| – | – | 0.02% | 311 |
|
|
2017
Q3 | $39K | Hold |
819
| – | – | 0.02% | 321 |
|
|
2017
Q2 | $36K | Sell |
819
-101
| -11% | -$4.44K | 0.02% | 335 |
|
|
2017
Q1 | $39K | Hold |
920
| – | – | 0.02% | 319 |
|
|
2016
Q4 | $39K | Sell |
920
-28
| -3% | -$1.19K | 0.02% | 315 |
|
|
2016
Q3 | $30K | Buy |
948
+202
| +27% | +$6.39K | 0.02% | 340 |
|
|
2016
Q2 | $19K | Hold |
746
| – | – | 0.01% | 412 |
|
|
2016
Q1 | $19K | Sell |
746
-245
| -25% | -$6.24K | 0.01% | 405 |
|
|
2015
Q4 | $32K | Hold |
991
| – | – | 0.02% | 323 |
|
|
2015
Q3 | $31K | Buy |
991
+100
| +11% | +$3.13K | 0.02% | 307 |
|
|
2015
Q2 | $35K | Sell |
891
-552
| -38% | -$21.7K | 0.02% | 299 |
|
|
2015
Q1 | $51K | Hold |
1,443
| – | – | 0.03% | 249 |
|
|
2014
Q4 | $56K | Hold |
1,443
| – | – | 0.03% | 240 |
|
|
2014
Q3 | $49K | Sell |
1,443
-146
| -9% | -$4.96K | 0.03% | 262 |
|
|
2014
Q2 | $51K | Hold |
1,589
| – | – | 0.03% | 267 |
|
|
2014
Q1 | $49K | Buy |
1,589
+273
| +21% | +$8.42K | 0.03% | 254 |
|
|
2013
Q4 | $41K | Hold |
1,316
| – | – | 0.02% | 278 |
|
|
2013
Q3 | $35K | Buy |
1,316
+308
| +31% | +$8.19K | 0.02% | 283 |
|
|
2013
Q2 | $25K | Buy |
+1,008
| New | +$25K | 0.02% | 294 |
|