Envestnet Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Sell |
108,478
-11,732
| -10% | -$646K | ﹤0.01% | 2074 |
|
|
2025
Q1 | $6.46M | Sell |
120,210
-4,944
| -4% | -$266K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $7.06M | Buy |
125,154
+4,641
| +4% | +$262K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $6.18M | Sell |
120,513
-3,341
| -3% | -$171K | ﹤0.01% | 1959 |
|
|
2024
Q2 | $5.07M | Buy |
123,854
+6,915
| +6% | +$283K | ﹤0.01% | 2016 |
|
|
2024
Q1 | $4.74M | Buy |
116,939
+3,884
| +3% | +$158K | ﹤0.01% | 2014 |
|
|
2023
Q4 | $5.05M | Sell |
113,055
-1,727
| -2% | -$77.1K | ﹤0.01% | 1892 |
|
|
2023
Q3 | $4.3M | Buy |
114,782
+81,730
| +247% | +$3.06M | ﹤0.01% | 1898 |
|
|
2023
Q2 | $1.29M | Buy |
33,052
+1,731
| +6% | +$67.7K | ﹤0.01% | 2554 |
|
|
2023
Q1 | $1.4M | Buy |
31,321
+4,345
| +16% | +$194K | ﹤0.01% | 2428 |
|
|
2022
Q4 | $1.32M | Buy |
26,976
+391
| +1% | +$19.1K | ﹤0.01% | 2443 |
|
|
2022
Q3 | $1.17M | Buy |
26,585
+1,009
| +4% | +$44.4K | ﹤0.01% | 2441 |
|
|
2022
Q2 | $1.06M | Buy |
25,576
+373
| +1% | +$15.5K | ﹤0.01% | 2541 |
|
|
2022
Q1 | $1.19M | Buy |
25,203
+894
| +4% | +$42.3K | ﹤0.01% | 2547 |
|
|
2021
Q4 | $1.15M | Sell |
24,309
-1,266
| -5% | -$59.6K | ﹤0.01% | 2540 |
|
|
2021
Q3 | $1.16M | Buy |
25,575
+2,713
| +12% | +$123K | ﹤0.01% | 2434 |
|
|
2021
Q2 | $1.06M | Buy |
22,862
+2,989
| +15% | +$139K | ﹤0.01% | 2488 |
|
|
2021
Q1 | $983K | Buy |
19,873
+7,685
| +63% | +$380K | ﹤0.01% | 2408 |
|
|
2020
Q4 | $426K | Buy |
12,188
+202
| +2% | +$7.06K | ﹤0.01% | 2742 |
|
|
2020
Q3 | $327K | Buy |
11,986
+1,558
| +15% | +$42.5K | ﹤0.01% | 2691 |
|
|
2020
Q2 | $325K | Buy |
10,428
+967
| +10% | +$30.1K | ﹤0.01% | 2644 |
|
|
2020
Q1 | $264K | Buy |
9,461
+585
| +7% | +$16.3K | ﹤0.01% | 2607 |
|
|
2019
Q4 | $428K | Buy |
8,876
+587
| +7% | +$28.3K | ﹤0.01% | 2543 |
|
|
2019
Q3 | $338K | Sell |
8,289
-25
| -0.3% | -$1.02K | ﹤0.01% | 2592 |
|
|
2019
Q2 | $346K | Buy |
8,314
+2,324
| +39% | +$96.7K | ﹤0.01% | 2571 |
|
|
2019
Q1 | $244K | Buy |
+5,990
| New | +$244K | ﹤0.01% | 2732 |
|
|
2018
Q3 | – | Sell |
-55
| Closed | -$3K | – | 1619 |
|
|
2018
Q2 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 2693 |
|
|
2017
Q1 | – | Sell |
-564
| Closed | -$25K | – | 3124 |
|
|
2016
Q4 | $25K | Buy |
+564
| New | +$25K | ﹤0.01% | 2612 |
|
|
2016
Q3 | – | Sell |
-1,761
| Closed | -$49K | – | 2944 |
|
|
2016
Q2 | $49K | Buy |
1,761
+192
| +12% | +$5.34K | ﹤0.01% | 2730 |
|
|
2016
Q1 | $42K | Buy |
+1,569
| New | +$42K | ﹤0.01% | 2780 |
|