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Meritage Portfolio Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Meritage Portfolio Management’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$220K Hold
4,070
– – 0.01% 299
2025
Q3 		$236K Hold
4,070
– – 0.02% 302
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 +$200K 0.01% 325
2021
Q2 		– Sell
-4,070
Closed -$201K – 305
2021
Q1 		$201K Buy
+4,070
New +$171K 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 +$213K 0.02% 198

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