Enterprise Financial Services Corp (EFSC)’s Sun Life Financial SLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-829	Closed	-$43K	–	1076
2021 Q2	$43K	Buy	829 +27	+3%	+$1.43K	0.01%	419
2021 Q1	$41K	Buy	802 +61	+8%	+$2.99K	0.01%	450
2020 Q4	$33K	Hold	741	–	–	0.01%	468
2020 Q3	$30K	Hold	741	–	–	0.01%	478
2020 Q2	$27K	Buy	741 +221	+43%	+$7.6K	0.01%	486
2020 Q1	$17K	Buy	520 +322	+163%	+$13.8K	﹤0.01%	539
2019 Q4	$9K	Hold	198	–	–	﹤0.01%	747
2019 Q3	$9K	Hold	198	–	–	﹤0.01%	730
2019 Q2	$8K	Buy	198 +21	+12%	+$844	﹤0.01%	797
2019 Q1	$7K	Sell	177 -154	-47%	-$5.65K	﹤0.01%	834
2018 Q4	$11K	Buy	331 +154	+87%	+$5.57K	0.01%	511
2018 Q3	$7K	Sell	177 -130	-42%	-$5.2K	﹤0.01%	672
2018 Q2	$12K	Buy	307 +39	+15%	+$1.61K	0.01%	559
2018 Q1	$11K	Buy	268 +91	+51%	+$3.84K	0.01%	579
2017 Q4	$7K	Hold	177	–	–	﹤0.01%	646
2017 Q3	$7K	Hold	177	–	–	﹤0.01%	651
2017 Q2	$6K	Sell	177 -28	-14%	-$966	﹤0.01%	684
2017 Q1	$7K	Hold	205	–	–	﹤0.01%	697
2016 Q4	$8K	Sell	205 -179	-47%	-$6.49K	﹤0.01%	652
2016 Q3	$12K	Hold	384	–	–	0.01%	525
2016 Q2	$13K	Hold	384	–	–	0.01%	492
2016 Q1	$12K	Sell	384 -1,244	-76%	-$36.5K	0.01%	505
2015 Q4	$51K	Hold	1,628	–	–	0.03%	240
2015 Q3	$53K	Buy	1,628 +151	+10%	+$4.89K	0.03%	228
2015 Q2	$49K	Hold	1,477	–	–	0.03%	246
2015 Q1	$46K	Hold	1,477	–	–	0.03%	266
2014 Q4	$53K	Hold	1,477	–	–	0.03%	249
2014 Q3	$54K	Hold	1,477	–	–	0.03%	244
2014 Q2	$54K	Hold	1,477	–	–	0.03%	253
2014 Q1	$51K	Hold	1,477	–	–	0.03%	249
2013 Q4	$52K	Hold	1,477	–	–	0.03%	240
2013 Q3	$47K	Hold	1,477	–	–	0.03%	241
2013 Q2	$44K	Buy	+1,477	New	+$42K	0.03%	219