Financial Counselors Inc’s Enterprise Financial Services Corp EFSC Stock Holding History

Financial Counselors Inc’s Portfolio EFSC Stock Details EFSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-38,423	Closed	-$2.06M	–	174
2025 Q1	$2.06M	Sell	38,423 -2,281	-6%	-$131K	0.03%	271
2024 Q4	$2.3M	Hold	40,704	–	–	0.03%	258
2024 Q3	$2.09M	Sell	40,704 -745	-2%	-$36.6K	0.03%	270
2024 Q2	$1.7M	Sell	41,449 -1,150	-3%	-$44.7K	0.03%	279
2024 Q1	$1.73M	Sell	42,599 -500	-1%	-$20.5K	0.03%	279
2023 Q4	$1.92M	Hold	43,099	–	–	0.03%	275
2023 Q3	$1.62M	Sell	43,099 -1,000	-2%	-$39.9K	0.03%	279
2023 Q2	$1.72M	Sell	44,099 -1,000	-2%	-$41.4K	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%	-$53.4K	0.04%	243
2022 Q1	$2.19M	Hold	46,299	–	–	0.05%	246
2021 Q4	$2.18M	Sell	46,299 -600	-1%	-$28.6K	0.04%	244
2021 Q3	$2.12M	Hold	46,899	–	–	0.05%	251
2021 Q2	$2.18M	Sell	46,899 -3,000	-6%	-$147K	0.05%	245
2021 Q1	$2.47M	Buy	49,899 +500	+1%	+$21.1K	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%	-$28.5K	0.06%	223
2019 Q4	$2.42M	Sell	50,109 -345	-0.7%	-$15.3K	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%	+$416K	0.12%	182
2018 Q2	$2.32M	Sell	42,986 -175	-0.4%	-$9.16K	0.11%	192
2018 Q1	$2.02M	Sell	43,161 -365	-0.8%	-$17.4K	0.1%	203
2017 Q4	$1.97M	Hold	43,526	–	–	0.09%	216
2017 Q3	$1.84M	Buy	43,526 +8,448	+24%	+$334K	0.09%	219
2017 Q2	$1.43M	Sell	35,078 -200	-0.6%	-$8.32K	0.07%	248
2017 Q1	$1.5M	Hold	35,278	–	–	0.08%	237
2016 Q4	$1.52M	Buy	+35,278	New	+$1.29M	0.08%	229
2016 Q2	$989K	Hold	35,478	–	–	0.06%	257
2016 Q1	$959K	Buy	35,478 +8,120	+30%	+$222K	0.06%	260
2015 Q4	$776K	Sell	27,358 -4,070	-13%	-$114K	0.05%	271
2015 Q3	$791K	Sell	31,428 -725	-2%	-$17.4K	0.05%	265
2015 Q2	$732K	Sell	32,153 -125	-0.4%	-$2.68K	0.05%	285
2015 Q1	$667K	Sell	32,278 -200	-0.6%	-$4K	0.04%	298
2014 Q4	$641K	Sell	32,478 -8,705	-21%	-$161K	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%	-$10.4K	0.06%	262
2013 Q2	$667K	Buy	+41,783	New	+$622K	0.06%	253