MGIA
Moneta Group Investment Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
100,785
+8,250
| +9% | +$455K | 0.07% | 131 |
|
|
2025
Q1 | $4.97M | Buy |
92,535
+1,763
| +2% | +$94.7K | 0.07% | 132 |
|
|
2024
Q4 | $5.12M | Buy |
90,772
+11,202
| +14% | +$632K | 0.07% | 126 |
|
|
2024
Q3 | $4.08M | Sell |
79,570
-3,046
| -4% | -$156K | 0.06% | 141 |
|
|
2024
Q2 | $3.38M | Sell |
82,616
-6,155
| -7% | -$252K | 0.05% | 147 |
|
|
2024
Q1 | $3.6M | Buy |
88,771
+2,814
| +3% | +$114K | 0.06% | 142 |
|
|
2023
Q4 | $3.84M | Buy |
85,957
+173
| +0.2% | +$7.72K | 0.08% | 131 |
|
|
2023
Q3 | $3.22M | Buy |
85,784
+5,003
| +6% | +$188K | 0.07% | 134 |
|
|
2023
Q2 | $3.16M | Sell |
80,781
-5,306
| -6% | -$207K | 0.07% | 134 |
|
|
2023
Q1 | $3.84M | Buy |
86,087
+9,661
| +13% | +$431K | 0.09% | 115 |
|
|
2022
Q4 | $4.08M | Sell |
76,426
-7,044
| -8% | -$376K | 0.11% | 108 |
|
|
2022
Q3 | $3.68M | Sell |
83,470
-16,361
| -16% | -$721K | 0.14% | 101 |
|
|
2022
Q2 | $4.14M | Buy |
99,831
+55,105
| +123% | +$2.29M | 0.14% | 102 |
|
|
2022
Q1 | $2.12M | Buy |
44,726
+67
| +0.2% | +$3.17K | 0.08% | 132 |
|
|
2021
Q4 | $2.1M | Sell |
44,659
-5,385
| -11% | -$254K | 0.09% | 132 |
|
|
2021
Q3 | $2.27M | Sell |
50,044
-743
| -1% | -$33.6K | 0.1% | 120 |
|
|
2021
Q2 | $2.36M | Buy |
50,787
+3,356
| +7% | +$156K | 0.11% | 126 |
|
|
2021
Q1 | $2.35M | Buy |
47,431
+5,400
| +13% | +$267K | 0.12% | 116 |
|
|
2020
Q4 | $1.47M | Sell |
42,031
-30
| -0.1% | -$1.05K | 0.11% | 120 |
|
|
2020
Q3 | $1.15M | Sell |
42,061
-2,637
| -6% | -$71.9K | 0.1% | 115 |
|
|
2020
Q2 | $1.39M | Sell |
44,698
-232
| -0.5% | -$7.22K | 0.13% | 98 |
|
|
2020
Q1 | $1.25M | Sell |
44,930
-29,266
| -39% | -$817K | 0.13% | 98 |
|
|
2019
Q4 | $3.58M | Buy |
74,196
+12
| +0% | +$579 | 0.3% | 58 |
|
|
2019
Q3 | $3.02M | Buy |
74,184
+13,271
| +22% | +$541K | 0.28% | 65 |
|
|
2019
Q2 | $2.53M | Sell |
60,913
-15,687
| -20% | -$653K | 0.25% | 69 |
|
|
2019
Q1 | $3.12M | Buy |
76,600
+12
| +0% | +$489 | 0.33% | 55 |
|
|
2018
Q4 | $2.88M | Sell |
76,588
-1,682
| -2% | -$63.3K | 0.34% | 57 |
|
|
2018
Q3 | $4.15M | Buy |
78,270
+3,859
| +5% | +$205K | 0.42% | 45 |
|
|
2018
Q2 | $4.01M | Buy |
74,411
+1,000
| +1% | +$53.9K | 0.45% | 37 |
|
|
2018
Q1 | $3.44M | Buy |
73,411
+1,401
| +2% | +$65.7K | 0.46% | 31 |
|
|
2017
Q4 | $3.25M | Hold |
72,010
| – | – | 0.49% | 27 |
|
|
2017
Q3 | $3.05M | Buy |
72,010
+360
| +0.5% | +$15.2K | 0.47% | 30 |
|
|
2017
Q2 | $2.92M | Sell |
71,650
-200
| -0.3% | -$8.16K | 0.48% | 34 |
|
|
2017
Q1 | $3.05M | Sell |
71,850
-10,245
| -12% | -$434K | 0.6% | 24 |
|
|
2016
Q4 | $3.53M | Buy |
82,095
+360
| +0.4% | +$15.5K | 0.72% | 22 |
|
|
2016
Q3 | $2.55M | Hold |
81,735
| – | – | 0.58% | 28 |
|
|
2016
Q2 | $2.28M | Hold |
81,735
| – | – | 0.5% | 36 |
|
|
2016
Q1 | $2.21M | Hold |
81,735
| – | – | 0.49% | 30 |
|
|
2015
Q4 | $2.32M | Buy |
81,735
+40,880
| +100% | +$1.16M | 0.57% | 27 |
|
|
2015
Q3 | $1.03M | Sell |
40,855
-41,055
| -50% | -$1.03M | 0.29% | 44 |
|
|
2015
Q2 | $1.87M | Hold |
81,910
| – | – | 0.57% | 23 |
|
|
2015
Q1 | $1.69M | Hold |
81,910
| – | – | 0.73% | 19 |
|
|
2014
Q4 | $1.62M | Sell |
81,910
-1,795
| -2% | -$35.4K | 0.78% | 17 |
|
|
2014
Q3 | $1.4M | Hold |
83,705
| – | – | 0.73% | 19 |
|
|
2014
Q2 | $1.51M | Sell |
83,705
-650
| -0.8% | -$11.7K | 0.81% | 17 |
|
|
2014
Q1 | $1.69M | Hold |
84,355
| – | – | 1% | 15 |
|
|
2013
Q4 | $1.72M | Sell |
84,355
-460
| -0.5% | -$9.4K | 1.04% | 16 |
|
|
2013
Q3 | $1.43M | Hold |
84,815
| – | – | 0.94% | 17 |
|
|
2013
Q2 | $1.35M | Buy |
+84,815
| New | +$1.35M | 0.95% | 18 |
|