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EP Wealth Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

EP Wealth Advisors’s Portfolio EFSC Stock Details EFSC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$302K Sell
5,477
-704
-11% -$38.8K ﹤0.01% 1012
2025
Q1 		$332K Buy
6,181
+5
+0.1% +$269 ﹤0.01% 864
2024
Q4 		$348K Hold
6,176
– – ﹤0.01% 814
2024
Q3 		$317K Buy
+6,176
New +$317K ﹤0.01% 834