LPL Financial’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 | $379K | Sell |
6,885
-242
| -3% | -$13.3K | ﹤0.01% | 4516 |
|
2025
Q1 | $383K | Buy |
7,127
+164
| +2% | +$8.81K | ﹤0.01% | 4313 |
|
2024
Q4 | $393K | Buy |
6,963
+915
| +15% | +$51.6K | ﹤0.01% | 4225 |
|
2024
Q3 | $310K | Buy |
6,048
+100
| +2% | +$5.13K | ﹤0.01% | 4320 |
|
2024
Q2 | $243K | Buy |
5,948
+480
| +9% | +$19.6K | ﹤0.01% | 4333 |
|
2024
Q1 | $222K | Sell |
5,468
-58
| -1% | -$2.35K | ﹤0.01% | 4366 |
|
2023
Q4 | $247K | Buy |
5,526
+33
| +0.6% | +$1.47K | ﹤0.01% | 4180 |
|
2023
Q3 | $206K | Sell |
5,493
-20,341
| -79% | -$763K | ﹤0.01% | 4163 |
|
2023
Q2 | $1.01M | Buy |
25,834
+209
| +0.8% | +$8.17K | ﹤0.01% | 2801 |
|
2023
Q1 | $1.14M | Buy |
25,625
+15,519
| +154% | +$692K | ﹤0.01% | 2645 |
|
2022
Q4 | $495K | Buy |
10,106
+4,829
| +92% | +$236K | ﹤0.01% | 3238 |
|
2022
Q3 | $232K | Sell |
5,277
-288
| -5% | -$12.7K | ﹤0.01% | 3775 |
|
2022
Q2 | $231K | Buy |
5,565
+8
| +0.1% | +$332 | ﹤0.01% | 3804 |
|
2022
Q1 | $263K | Buy |
+5,557
| New | +$263K | ﹤0.01% | 3657 |
|