Financial Counselors Inc’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 | – | Sell |
-38,423
| Closed | -$2.06M | – | 174 |
|
2025
Q1 | $2.06M | Sell |
38,423
-2,281
| -6% | -$123K | 0.03% | 271 |
|
2024
Q4 | $2.3M | Hold |
40,704
| – | – | 0.03% | 258 |
|
2024
Q3 | $2.09M | Sell |
40,704
-745
| -2% | -$38.2K | 0.03% | 270 |
|
2024
Q2 | $1.7M | Sell |
41,449
-1,150
| -3% | -$47K | 0.03% | 279 |
|
2024
Q1 | $1.73M | Sell |
42,599
-500
| -1% | -$20.3K | 0.03% | 279 |
|
2023
Q4 | $1.92M | Hold |
43,099
| – | – | 0.03% | 275 |
|
2023
Q3 | $1.62M | Sell |
43,099
-1,000
| -2% | -$37.5K | 0.03% | 279 |
|
2023
Q2 | $1.72M | Sell |
44,099
-1,000
| -2% | -$39.1K | 0.04% | 261 |
|
2023
Q1 | $2.01M | Hold |
45,099
| – | – | 0.04% | 250 |
|
2022
Q4 | $2.21M | Hold |
45,099
| – | – | 0.05% | 239 |
|
2022
Q3 | $1.99M | Hold |
45,099
| – | – | 0.05% | 234 |
|
2022
Q2 | $1.87M | Sell |
45,099
-1,200
| -3% | -$49.8K | 0.04% | 243 |
|
2022
Q1 | $2.19M | Hold |
46,299
| – | – | 0.05% | 246 |
|
2021
Q4 | $2.18M | Sell |
46,299
-600
| -1% | -$28.3K | 0.04% | 244 |
|
2021
Q3 | $2.12M | Hold |
46,899
| – | – | 0.05% | 251 |
|
2021
Q2 | $2.18M | Sell |
46,899
-3,000
| -6% | -$139K | 0.05% | 245 |
|
2021
Q1 | $2.47M | Buy |
49,899
+500
| +1% | +$24.7K | 0.06% | 236 |
|
2020
Q4 | $1.73M | Hold |
49,399
| – | – | 0.04% | 262 |
|
2020
Q3 | $1.35M | Hold |
49,399
| – | – | 0.04% | 265 |
|
2020
Q2 | $1.54M | Hold |
49,399
| – | – | 0.05% | 262 |
|
2020
Q1 | $1.38M | Sell |
49,399
-710
| -1% | -$19.8K | 0.06% | 223 |
|
2019
Q4 | $2.42M | Sell |
50,109
-345
| -0.7% | -$16.6K | 0.09% | 205 |
|
2019
Q3 | $2.06M | Hold |
50,454
| – | – | 0.08% | 212 |
|
2019
Q2 | $2.1M | Hold |
50,454
| – | – | 0.09% | 207 |
|
2019
Q1 | $2.06M | Hold |
50,454
| – | – | 0.09% | 204 |
|
2018
Q4 | $1.9M | Hold |
50,454
| – | – | 0.09% | 201 |
|
2018
Q3 | $2.68M | Buy |
50,454
+7,468
| +17% | +$396K | 0.12% | 182 |
|
2018
Q2 | $2.32M | Sell |
42,986
-175
| -0.4% | -$9.44K | 0.11% | 192 |
|
2018
Q1 | $2.02M | Sell |
43,161
-365
| -0.8% | -$17.1K | 0.1% | 203 |
|
2017
Q4 | $1.97M | Hold |
43,526
| – | – | 0.09% | 216 |
|
2017
Q3 | $1.84M | Buy |
43,526
+8,448
| +24% | +$358K | 0.09% | 219 |
|
2017
Q2 | $1.43M | Sell |
35,078
-200
| -0.6% | -$8.16K | 0.07% | 248 |
|
2017
Q1 | $1.5M | Hold |
35,278
| – | – | 0.08% | 237 |
|
2016
Q4 | $1.52M | Buy |
+35,278
| New | +$1.52M | 0.08% | 229 |
|
2016
Q2 | $989K | Hold |
35,478
| – | – | 0.06% | 257 |
|
2016
Q1 | $959K | Buy |
35,478
+8,120
| +30% | +$219K | 0.06% | 260 |
|
2015
Q4 | $776K | Sell |
27,358
-4,070
| -13% | -$115K | 0.05% | 271 |
|
2015
Q3 | $791K | Sell |
31,428
-725
| -2% | -$18.2K | 0.05% | 265 |
|
2015
Q2 | $732K | Sell |
32,153
-125
| -0.4% | -$2.85K | 0.05% | 285 |
|
2015
Q1 | $667K | Sell |
32,278
-200
| -0.6% | -$4.13K | 0.04% | 298 |
|
2014
Q4 | $641K | Sell |
32,478
-8,705
| -21% | -$172K | 0.04% | 295 |
|
2014
Q3 | $689K | Hold |
41,183
| – | – | 0.05% | 293 |
|
2014
Q2 | $744K | Hold |
41,183
| – | – | 0.05% | 280 |
|
2014
Q1 | $827K | Hold |
41,183
| – | – | 0.06% | 278 |
|
2013
Q4 | $841K | Hold |
41,183
| – | – | 0.06% | 261 |
|
2013
Q3 | $696K | Sell |
41,183
-600
| -1% | -$10.1K | 0.06% | 262 |
|
2013
Q2 | $667K | Buy |
+41,783
| New | +$667K | 0.06% | 253 |
|