Fidelity Investments’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $176K | Sell |
3,190
-491
| -13% | -$27.1K | ﹤0.01% | 3361 |
|
2025
Q1 | $198K | Buy |
3,681
+883
| +32% | +$47.5K | ﹤0.01% | 3244 |
|
2024
Q4 | $158K | Buy |
2,798
+238
| +9% | +$13.4K | ﹤0.01% | 3365 |
|
2024
Q3 | $131K | Buy |
2,560
+653
| +34% | +$33.5K | ﹤0.01% | 3347 |
|
2024
Q2 | $78K | Buy |
1,907
+578
| +43% | +$23.6K | ﹤0.01% | 3403 |
|
2024
Q1 | $53.9K | Sell |
1,329
-35
| -3% | -$1.42K | ﹤0.01% | 3546 |
|
2023
Q4 | $60.9K | Buy |
1,364
+435
| +47% | +$19.4K | ﹤0.01% | 3433 |
|
2023
Q3 | $34.8K | Sell |
929
-409
| -31% | -$15.3K | ﹤0.01% | 3527 |
|
2023
Q2 | $52.3K | Sell |
1,338
-619
| -32% | -$24.2K | ﹤0.01% | 3412 |
|
2023
Q1 | $87.2K | Buy |
1,957
+524
| +37% | +$23.4K | ﹤0.01% | 3247 |
|
2022
Q4 | $70.1K | Sell |
1,433
-266
| -16% | -$13K | ﹤0.01% | 3328 |
|
2022
Q3 | $74K | Buy |
1,699
+390
| +30% | +$17K | ﹤0.01% | 3354 |
|
2022
Q2 | $54K | Buy |
1,309
+54
| +4% | +$2.23K | ﹤0.01% | 3536 |
|
2022
Q1 | $60K | Buy |
1,255
+1,229
| +4,727% | +$58.8K | ﹤0.01% | 3612 |
|
2021
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 4123 |
|
2021
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 4123 |
|
2021
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 4020 |
|
2021
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 3823 |
|
2020
Q4 | $1K | Sell |
26
-2
| -7% | -$77 | ﹤0.01% | 3674 |
|
2020
Q3 | $1K | Sell |
28
-36
| -56% | -$1.29K | ﹤0.01% | 3545 |
|
2020
Q2 | $2K | Buy |
64
+5
| +8% | +$156 | ﹤0.01% | 3360 |
|
2020
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 3386 |
|
2019
Q4 | $3K | Sell |
59
-354
| -86% | -$18K | ﹤0.01% | 3494 |
|
2019
Q3 | $16K | Hold |
413
| – | – | ﹤0.01% | 3116 |
|
2019
Q2 | $17K | Hold |
413
| – | – | ﹤0.01% | 3113 |
|
2019
Q1 | $16K | Sell |
413
-13
| -3% | -$504 | ﹤0.01% | 3020 |
|
2018
Q4 | $16K | Sell |
426
-7
| -2% | -$263 | ﹤0.01% | 2931 |
|
2018
Q3 | $23K | Buy |
+433
| New | +$23K | ﹤0.01% | 2972 |
|