Invesco’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 | $3.05M | Buy |
56,442
+3,555
| +7% | +$200K | ﹤0.01% | 2372 |
|
|
2025
Q4 | $2.86M | Sell |
52,887
-10,330
| -16% | -$567K | ﹤0.01% | 2470 |
|
|
2025
Q3 | $3.67M | Sell |
63,217
-7,154
| -10% | -$416K | ﹤0.01% | 2368 |
|
|
2025
Q2 | $3.88M | Sell |
70,371
-9,383
| -12% | -$489K | ﹤0.01% | 2315 |
|
|
2025
Q1 | $4.29M | Sell |
79,754
-2,474
| -3% | -$142K | ﹤0.01% | 2231 |
|
|
2024
Q4 | $4.64M | Buy |
82,228
+4,399
| +6% | +$246K | ﹤0.01% | 2291 |
|
|
2024
Q3 | $3.99M | Buy |
77,829
+4,528
| +6% | +$222K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $3M | Sell |
73,301
-887
| -1% | -$34.5K | ﹤0.01% | 2429 |
|
|
2024
Q1 | $3.01M | Buy |
74,188
+17,027
| +30% | +$698K | ﹤0.01% | 2490 |
|
|
2023
Q4 | $2.55M | Sell |
57,161
-5,427
| -9% | -$212K | ﹤0.01% | 2527 |
|
|
2023
Q3 | $2.35M | Buy |
62,588
+8,582
| +16% | +$342K | ﹤0.01% | 2543 |
|
|
2023
Q2 | $2.11M | Sell |
54,006
-3,254
| -6% | -$135K | ﹤0.01% | 2612 |
|
|
2023
Q1 | $2.55M | Buy |
57,260
+10,797
| +23% | +$552K | ﹤0.01% | 2540 |
|
|
2022
Q4 | $2.27M | Sell |
46,463
-3,367
| -7% | -$167K | ﹤0.01% | 2594 |
|
|
2022
Q3 | $2.19M | Sell |
49,830
-6,647
| -12% | -$302K | ﹤0.01% | 2599 |
|
|
2022
Q2 | $2.34M | Buy |
56,477
+12,914
| +30% | +$575K | ﹤0.01% | 2635 |
|
|
2022
Q1 | $2.06M | Sell |
43,563
-3,049
| -7% | -$150K | ﹤0.01% | 2773 |
|
|
2021
Q4 | $2.19M | Sell |
46,612
-4,033
| -8% | -$192K | ﹤0.01% | 2761 |
|
|
2021
Q3 | $2.29M | Buy |
50,645
+14,794
| +41% | +$663K | ﹤0.01% | 2757 |
|
|
2021
Q2 | $1.66M | Buy |
35,851
+5,539
| +18% | +$271K | ﹤0.01% | 2925 |
|
|
2021
Q1 | $1.5M | Buy |
30,312
+7,675
| +34% | +$323K | ﹤0.01% | 2892 |
|
|
2020
Q4 | $791K | Sell |
22,637
-7,360
| -25% | -$241K | ﹤0.01% | 3040 |
|
|
2020
Q3 | $818K | Buy |
29,997
+9,984
| +50% | +$295K | ﹤0.01% | 2907 |
|
|
2020
Q2 | $622K | Sell |
20,013
-2,879
| -13% | -$83.6K | ﹤0.01% | 3030 |
|
|
2020
Q1 | $639K | Buy |
22,892
+1,798
| +9% | +$72.3K | ﹤0.01% | 2953 |
|
|
2019
Q4 | $1.02M | Buy |
21,094
+351
| +2% | +$15.6K | ﹤0.01% | 2990 |
|
|
2019
Q3 | $845K | Sell |
20,743
-1,025
| -5% | -$41.3K | ﹤0.01% | 3064 |
|
|
2019
Q2 | $906K | Sell |
21,768
-2,030
| -9% | -$84.9K | ﹤0.01% | 3121 |
|
|
2019
Q1 | $970K | Sell |
23,798
-19,593
| -45% | -$842K | ﹤0.01% | 3037 |
|
|
2018
Q4 | $1.63M | Sell |
43,391
-10,093
| -19% | -$449K | ﹤0.01% | 2685 |
|
|
2018
Q3 | $2.84M | Buy |
53,484
+6,531
| +14% | +$363K | ﹤0.01% | 2521 |
|
|
2018
Q2 | $2.53M | Buy |
46,953
+3,041
| +7% | +$159K | ﹤0.01% | 2603 |
|
|
2018
Q1 | $2.06M | Buy |
43,912
+857
| +2% | +$40.9K | ﹤0.01% | 2569 |
|
|
2017
Q4 | $1.94M | Buy |
43,055
+1,439
| +3% | +$63K | ﹤0.01% | 2607 |
|
|
2017
Q3 | $1.76M | Buy |
41,616
+3,736
| +10% | +$148K | ﹤0.01% | 2674 |
|
|
2017
Q2 | $1.55M | Sell |
37,880
-4,396
| -10% | -$183K | ﹤0.01% | 2750 |
|
|
2017
Q1 | $1.79M | Buy |
42,276
+21,472
| +103% | +$911K | ﹤0.01% | 2661 |
|
|
2016
Q4 | $895K | Sell |
20,804
-27,021
| -56% | -$989K | ﹤0.01% | 3053 |
|
|
2016
Q3 | $1.5M | Sell |
47,825
-10,777
| -18% | -$319K | ﹤0.01% | 2736 |
|
|
2016
Q2 | $1.63M | Sell |
58,602
-19,792
| -25% | -$539K | ﹤0.01% | 2605 |
|
|
2016
Q1 | $2.12M | Buy |
78,394
+37,441
| +91% | +$1.02M | ﹤0.01% | 2429 |
|
|
2015
Q4 | $1.16M | Buy |
40,953
+3,126
| +8% | +$87.9K | ﹤0.01% | 2866 |
|
|
2015
Q3 | $952K | Buy |
37,827
+157
| +0.4% | +$3.76K | ﹤0.01% | 2944 |
|
|
2015
Q2 | $858K | Buy |
37,670
+19,865
| +112% | +$425K | ﹤0.01% | 3165 |
|
|
2015
Q1 | $368K | Sell |
17,805
-212
| -1% | -$4.24K | ﹤0.01% | 3466 |
|
|
2014
Q4 | $355K | Buy |
18,017
+1,329
| +8% | +$24.6K | ﹤0.01% | 3445 |
|
|
2014
Q3 | $279K | Sell |
16,688
-7,021
| -30% | -$123K | ﹤0.01% | 3537 |
|
|
2014
Q2 | $428K | Buy |
23,709
+7,701
| +48% | +$141K | ﹤0.01% | 3412 |
|
|
2014
Q1 | $321K | Sell |
16,008
-5,817
| -27% | -$111K | ﹤0.01% | 3558 |
|
|
2013
Q4 | $446K | Buy |
21,825
+9,543
| +78% | +$177K | ﹤0.01% | 3512 |
|
|
2013
Q3 | $208K | Buy |
12,282
+1,278
| +12% | +$22.2K | ﹤0.01% | 3746 |
|
|
2013
Q2 | $176K | Buy |
+11,004
| New | +$164K | ﹤0.01% | 3713 |
|
Other funds holding EFSC
VCM
NAMI
