Enterprise Financial Services Corp (EFSC)’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-309
| Closed | -$33K | – | 1146 |
|
|
2021
Q2 | $33K | Sell |
309
-26
| -8% | -$2.61K | 0.01% | 478 |
|
|
2021
Q1 | $31K | Buy |
335
+31
| +10% | +$2.76K | 0.01% | 504 |
|
|
2020
Q4 | $26K | Hold |
304
| – | – | ﹤0.01% | 515 |
|
|
2020
Q3 | $25K | Hold |
304
| – | – | 0.01% | 511 |
|
|
2020
Q2 | $22K | Hold |
304
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $22K | Sell |
304
-11
| -3% | -$857 | 0.01% | 489 |
|
|
2019
Q4 | $24K | Hold |
315
| – | – | 0.01% | 548 |
|
|
2019
Q3 | $22K | Hold |
315
| – | – | 0.01% | 540 |
|
|
2019
Q2 | $21K | Buy |
315
+11
| +4% | +$728 | ﹤0.01% | 575 |
|
|
2019
Q1 | $19K | Hold |
304
| – | – | ﹤0.01% | 591 |
|
|
2018
Q4 | $15K | Sell |
304
-2
| -0.7% | -$107 | 0.01% | 440 |
|
|
2018
Q3 | $16K | Buy |
306
+98
| +47% | +$4.91K | 0.01% | 483 |
|
|
2018
Q2 | $10K | Buy |
208
+14
| +7% | +$643 | 0.01% | 598 |
|
|
2018
Q1 | $9K | Buy |
194
+48
| +33% | +$2.29K | ﹤0.01% | 620 |
|
|
2017
Q4 | $7K | Hold |
146
| – | – | ﹤0.01% | 648 |
|
|
2017
Q3 | $8K | Hold |
146
| – | – | ﹤0.01% | 632 |
|
|
2017
Q2 | $8K | Hold |
146
| – | – | ﹤0.01% | 629 |
|
|
2017
Q1 | $7K | Hold |
146
| – | – | ﹤0.01% | 700 |
|
|
2016
Q4 | $7K | Sell |
146
-187
| -56% | -$9.12K | ﹤0.01% | 687 |
|
|
2016
Q3 | $16K | Buy |
333
+187
| +128% | +$9.05K | 0.01% | 461 |
|
|
2016
Q2 | $7K | Hold |
146
| – | – | ﹤0.01% | 645 |
|
|
2016
Q1 | $7K | Hold |
146
| – | – | ﹤0.01% | 641 |
|
|
2015
Q4 | $6K | Hold |
146
| – | – | ﹤0.01% | 699 |
|
|
2015
Q3 | $7K | Hold |
146
| – | – | ﹤0.01% | 642 |
|
|
2015
Q2 | $6K | Hold |
146
| – | – | ﹤0.01% | 685 |
|
|
2015
Q1 | $7K | Hold |
146
| – | – | ﹤0.01% | 710 |
|
|
2014
Q4 | $7K | Hold |
146
| – | – | ﹤0.01% | 707 |
|
|
2014
Q3 | $6K | Hold |
146
| – | – | ﹤0.01% | 741 |
|
|
2014
Q2 | $6K | Hold |
146
| – | – | ﹤0.01% | 768 |
|
|
2014
Q1 | $6K | Hold |
146
| – | – | ﹤0.01% | 780 |
|
|
2013
Q4 | $6K | Hold |
146
| – | – | ﹤0.01% | 729 |
|
|
2013
Q3 | $6K | Hold |
146
| – | – | ﹤0.01% | 720 |
|
|
2013
Q2 | $6K | Buy |
+146
| New | +$5.65K | ﹤0.01% | 595 |
|
Other funds holding TRI
JFL
TGHSA