Hillsdale Investment Management’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 | $4.96M | Buy |
+90,000
| New | +$4.96M | 0.18% | 168 |
|
|
2023
Q2 | – | Sell |
-13,800
| Closed | -$615K | – | 581 |
|
|
2023
Q1 | $615K | Sell |
13,800
-83,400
| -86% | -$3.72M | 0.05% | 269 |
|
|
2022
Q4 | $4.76M | Buy |
+97,200
| New | +$4.76M | 0.4% | 82 |
|
|
2017
Q2 | – | Sell |
-29,200
| Closed | -$1.24M | – | 482 |
|
|
2017
Q1 | $1.24M | Buy |
29,200
+3,600
| +14% | +$153K | 0.25% | 70 |
|
|
2016
Q4 | $1.1M | Buy |
25,600
+9,900
| +63% | +$426K | 0.23% | 91 |
|
|
2016
Q3 | $491K | Hold |
15,700
| – | – | 0.13% | 139 |
|
|
2016
Q2 | $438K | Sell |
15,700
-2,000
| -11% | -$55.8K | 0.13% | 122 |
|
|
2016
Q1 | $479K | Sell |
17,700
-2,000
| -10% | -$54.1K | 0.16% | 85 |
|
|
2015
Q4 | $558K | Buy |
19,700
+7,700
| +64% | +$218K | 0.21% | 70 |
|
|
2015
Q3 | $302K | Sell |
12,000
-2,900
| -19% | -$73K | 0.1% | 203 |
|
|
2015
Q2 | $339K | Buy |
14,900
+300
| +2% | +$6.83K | 0.1% | 195 |
|
|
2015
Q1 | $302K | Buy |
+14,600
| New | +$302K | 0.08% | 293 |
|
|
2013
Q4 | – | Sell |
-33,100
| Closed | -$559K | – | 547 |
|
|
2013
Q3 | $559K | Buy |
+33,100
| New | +$559K | 0.17% | 86 |
|