Integrated Investment Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $250K | Sell |
4,615
-63
| -1% | -$3.55K | 0.05% | 224 |
|
|
2025
Q4 | $253K | Sell |
4,678
-1
| -0% | -$55 | 0.05% | 231 |
|
|
2025
Q3 | $271K | Hold |
4,679
| – | – | 0.05% | 262 |
|
|
2025
Q2 | $258K | Sell |
4,679
-3,902
| -45% | -$204K | 0.05% | 267 |
|
|
2025
Q1 | $461K | Sell |
8,581
-31
| -0.4% | -$1.78K | 0.09% | 161 |
|
|
2024
Q4 | $486K | Buy |
8,612
+15
| +0.2% | +$839 | 0.1% | 158 |
|
|
2024
Q3 | $441K | Sell |
8,597
-346
| -4% | -$17K | 0.1% | 165 |
|
|
2024
Q2 | $363K | Hold |
8,943
| – | – | 0.1% | 176 |
|
|
2024
Q1 | $363K | Sell |
8,943
-502
| -5% | -$20.6K | 0.1% | 176 |
|
|
2023
Q4 | $422K | Buy |
9,445
+30
| +0.3% | +$1.17K | 0.13% | 139 |
|
|
2023
Q3 | $353K | Buy |
9,415
+175
| +2% | +$6.98K | 0.13% | 145 |
|
|
2023
Q2 | $361K | Hold |
9,240
| – | – | 0.11% | 157 |
|
|
2023
Q1 | $412K | Buy |
9,240
+1,637
| +22% | +$83.7K | 0.13% | 140 |
|
|
2022
Q4 | $372K | Sell |
7,603
-38
| -0.5% | -$1.89K | 0.13% | 134 |
|
|
2022
Q3 | $337K | Hold |
7,641
| – | – | 0.13% | 128 |
|
|
2022
Q2 | $317K | Sell |
7,641
-193
| -2% | -$8.6K | 0.11% | 151 |
|
|
2022
Q1 | $371K | Buy |
7,834
+188
| +2% | +$9.22K | 0.1% | 183 |
|
|
2021
Q4 | $360K | Sell |
7,646
-8
| -0.1% | -$382 | 0.1% | 202 |
|
|
2021
Q3 | $347K | Buy |
7,654
+82
| +1% | +$3.67K | 0.1% | 187 |
|
|
2021
Q2 | $351K | Buy |
7,572
+311
| +4% | +$15.2K | 0.1% | 190 |
|
|
2021
Q1 | $359K | Buy |
+7,261
| New | +$306K | 0.12% | 162 |
|
|
2018
Q2 | – | Sell |
-2,169
| Closed | -$102K | – | 313 |
|
|
2018
Q1 | $102K | Buy |
+2,169
| New | +$104K | 0.04% | 325 |
|
Other funds holding EFSC
VCM
NAMI
