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