Harbor Investment Advisory’s Enterprise Financial Services Corp EFSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-895	Closed	-$35K	–	1228
2023 Q2	$35K	Hold	895	–	–	﹤0.01%	794
2023 Q1	$39.9K	Hold	895	–	–	0.01%	766
2022 Q4	$43.8K	Hold	895	–	–	0.01%	717
2022 Q3	$39K	Hold	895	–	–	0.01%	753
2022 Q2	$37K	Buy	895 +282	+46%	+$12.6K	0.01%	776
2022 Q1	$29K	Hold	613	–	–	﹤0.01%	868
2021 Q4	$29K	Hold	613	–	–	﹤0.01%	869
2021 Q3	$28K	Hold	613	–	–	﹤0.01%	887
2021 Q2	$28K	Buy	613 +347	+130%	+$17K	﹤0.01%	851
2021 Q1	$13K	Hold	266	–	–	﹤0.01%	932
2020 Q4	$9K	Buy	266 +84	+46%	+$2.75K	﹤0.01%	934
2020 Q3	$5K	Buy	182 +92	+102%	+$2.72K	﹤0.01%	941
2020 Q2	$3K	Buy	+90	New	+$2.61K	﹤0.01%	926