Meritage Portfolio 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 | $224K | Hold |
4,070
| – | – | 0.01% | 310 |
|
|
2025
Q1 | $219K | Hold |
4,070
| – | – | 0.01% | 308 |
|
|
2024
Q4 | $230K | Hold |
4,070
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $209K | Buy |
+4,070
| New | +$209K | 0.01% | 325 |
|
|
2021
Q2 | – | Sell |
-4,070
| Closed | -$201K | – | 305 |
|
|
2021
Q1 | $201K | Buy |
+4,070
| New | +$201K | 0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-4,070
| Closed | -$216K | – | 179 |
|
|
2018
Q3 | $216K | Hold |
4,070
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $220K | Buy |
+4,070
| New | +$220K | 0.02% | 198 |
|