Enterprise Financial Services Corp (EFSC)’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
529
+13
| +3% | +$6.86K | 0.15% | 123 |
|
|
2025
Q1 | $262K | Buy |
516
+10
| +2% | +$5.08K | 0.16% | 119 |
|
|
2024
Q4 | $252K | Buy |
+506
| New | +$252K | 0.14% | 124 |
|
|
2024
Q3 | – | Sell |
-450
| Closed | -$201K | – | 158 |
|
|
2024
Q2 | $201K | Buy |
+450
| New | +$201K | 0.12% | 150 |
|
|
2021
Q3 | – | Sell |
-191
| Closed | -$79K | – | 1089 |
|
|
2021
Q2 | $79K | Hold |
191
| – | – | 0.01% | 313 |
|
|
2021
Q1 | $67K | Buy |
191
+13
| +7% | +$4.56K | 0.01% | 348 |
|
|
2020
Q4 | $59K | Sell |
178
-25
| -12% | -$8.29K | 0.01% | 356 |
|
|
2020
Q3 | $74K | Hold |
203
| – | – | 0.02% | 326 |
|
|
2020
Q2 | $67K | Buy |
203
+8
| +4% | +$2.64K | 0.01% | 333 |
|
|
2020
Q1 | $48K | Buy |
195
+66
| +51% | +$16.2K | 0.01% | 357 |
|
|
2019
Q4 | $35K | Hold |
129
| – | – | 0.01% | 479 |
|
|
2019
Q3 | $32K | Hold |
129
| – | – | 0.01% | 470 |
|
|
2019
Q2 | $29K | Buy |
129
+4
| +3% | +$899 | 0.01% | 507 |
|
|
2019
Q1 | $26K | Buy |
125
+22
| +21% | +$4.58K | 0.01% | 522 |
|
|
2018
Q4 | $18K | Sell |
103
-25
| -20% | -$4.37K | 0.01% | 413 |
|
|
2018
Q3 | $25K | Hold |
128
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $26K | Hold |
128
| – | – | 0.01% | 406 |
|
|
2018
Q1 | $24K | Buy |
128
+25
| +24% | +$4.69K | 0.01% | 431 |
|
|
2017
Q4 | $17K | Hold |
103
| – | – | 0.01% | 485 |
|
|
2017
Q3 | $16K | Hold |
103
| – | – | 0.01% | 487 |
|
|
2017
Q2 | $15K | Sell |
103
-98
| -49% | -$14.3K | 0.01% | 514 |
|
|
2017
Q1 | $26K | Hold |
201
| – | – | 0.01% | 408 |
|
|
2016
Q4 | $22K | Hold |
201
| – | – | 0.01% | 431 |
|
|
2016
Q3 | $25K | Hold |
201
| – | – | 0.01% | 376 |
|
|
2016
Q2 | $22K | Buy |
+201
| New | +$22K | 0.01% | 376 |
|