Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-895
| Closed | -$35K | – | 1224 |
|
|
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% | 752 |
|
|
2022
Q2 | $37K | Buy |
895
+282
| +46% | +$11.7K | 0.01% | 774 |
|
|
2022
Q1 | $29K | Hold |
613
| – | – | ﹤0.01% | 868 |
|
|
2021
Q4 | $29K | Hold |
613
| – | – | ﹤0.01% | 868 |
|
|
2021
Q3 | $28K | Hold |
613
| – | – | ﹤0.01% | 885 |
|
|
2021
Q2 | $28K | Buy |
613
+347
| +130% | +$15.9K | ﹤0.01% | 849 |
|
|
2021
Q1 | $13K | Hold |
266
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $9K | Buy |
266
+84
| +46% | +$2.84K | ﹤0.01% | 930 |
|
|
2020
Q3 | $5K | Buy |
182
+92
| +102% | +$2.53K | ﹤0.01% | 933 |
|
|
2020
Q2 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 918 |
|