Jacobs Levy Equity 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 | $2.15M | Hold |
38,939
| – | – | 0.01% | 601 |
|
|
2025
Q1 | $2.09M | Buy |
38,939
+25,834
| +197% | +$1.39M | 0.01% | 650 |
|
|
2024
Q4 | $739K | Buy |
+13,105
| New | +$739K | ﹤0.01% | 759 |
|
|
2021
Q4 | – | Sell |
-8,369
| Closed | -$379K | – | 999 |
|
|
2021
Q3 | $379K | Sell |
8,369
-5,518
| -40% | -$250K | ﹤0.01% | 899 |
|
|
2021
Q2 | $644K | Hold |
13,887
| – | – | ﹤0.01% | 821 |
|
|
2021
Q1 | $687K | Sell |
13,887
-25,684
| -65% | -$1.27M | 0.01% | 810 |
|
|
2020
Q4 | $1.38M | Sell |
39,571
-19,405
| -33% | -$678K | 0.01% | 650 |
|
|
2020
Q3 | $1.61M | Sell |
58,976
-29,824
| -34% | -$813K | 0.02% | 559 |
|
|
2020
Q2 | $2.76M | Sell |
88,800
-28,557
| -24% | -$889K | 0.03% | 461 |
|
|
2020
Q1 | $3.28M | Sell |
117,357
-27,449
| -19% | -$766K | 0.04% | 375 |
|
|
2019
Q4 | $6.98M | Buy |
144,806
+38,587
| +36% | +$1.86M | 0.07% | 317 |
|
|
2019
Q3 | $4.33M | Sell |
106,219
-1,977
| -2% | -$80.6K | 0.05% | 359 |
|
|
2019
Q2 | $4.5M | Sell |
108,196
-16,498
| -13% | -$686K | 0.06% | 365 |
|
|
2019
Q1 | $5.08M | Buy |
124,694
+17,870
| +17% | +$729K | 0.07% | 326 |
|
|
2018
Q4 | $4.02M | Sell |
106,824
-1,500
| -1% | -$56.4K | 0.07% | 312 |
|
|
2018
Q3 | $5.75M | Buy |
108,324
+24,010
| +28% | +$1.27M | 0.08% | 283 |
|
|
2018
Q2 | $4.55M | Buy |
84,314
+1,800
| +2% | +$97.1K | 0.07% | 326 |
|
|
2018
Q1 | $3.87M | Buy |
82,514
+50,255
| +156% | +$2.36M | 0.06% | 330 |
|
|
2017
Q4 | $1.46M | Buy |
32,259
+18,579
| +136% | +$839K | 0.03% | 535 |
|
|
2017
Q3 | $579K | Hold |
13,680
| – | – | 0.01% | 684 |
|
|
2017
Q2 | $558K | Buy |
13,680
+8,500
| +164% | +$347K | 0.01% | 679 |
|
|
2017
Q1 | $220K | Buy |
+5,180
| New | +$220K | ﹤0.01% | 776 |
|