Morgan Stanley’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 | $6.61M | Sell |
119,894
-1,300
| -1% | -$71.6K | ﹤0.01% | 3823 |
|
|
2025
Q1 | $6.51M | Sell |
121,194
-61,276
| -34% | -$3.29M | ﹤0.01% | 3698 |
|
|
2024
Q4 | $10.3M | Sell |
182,470
-78,479
| -30% | -$4.43M | ﹤0.01% | 3385 |
|
|
2024
Q3 | $13.4M | Buy |
260,949
+89,496
| +52% | +$4.59M | ﹤0.01% | 3190 |
|
|
2024
Q2 | $7.01M | Sell |
171,453
-9,630
| -5% | -$394K | ﹤0.01% | 3611 |
|
|
2024
Q1 | $7.34M | Sell |
181,083
-238,159
| -57% | -$9.66M | ﹤0.01% | 3584 |
|
|
2023
Q4 | $18.7M | Buy |
419,242
+193,645
| +86% | +$8.65M | ﹤0.01% | 3405 |
|
|
2023
Q3 | $8.46M | Sell |
225,597
-31,199
| -12% | -$1.17M | ﹤0.01% | 3280 |
|
|
2023
Q2 | $10M | Sell |
256,796
-3,747
| -1% | -$147K | ﹤0.01% | 3157 |
|
|
2023
Q1 | $11.6M | Buy |
260,543
+766
| +0.3% | +$34.2K | ﹤0.01% | 3004 |
|
|
2022
Q4 | $12.7M | Buy |
259,777
+124,638
| +92% | +$6.1M | ﹤0.01% | 2828 |
|
|
2022
Q3 | $5.95M | Sell |
135,139
-18,699
| -12% | -$824K | ﹤0.01% | 3528 |
|
|
2022
Q2 | $6.38M | Buy |
153,838
+25,318
| +20% | +$1.05M | ﹤0.01% | 3528 |
|
|
2022
Q1 | $6.08M | Buy |
128,520
+4,865
| +4% | +$230K | ﹤0.01% | 3468 |
|
|
2021
Q4 | $5.82M | Buy |
123,655
+16,229
| +15% | +$764K | ﹤0.01% | 3559 |
|
|
2021
Q3 | $4.86M | Buy |
107,426
+4,818
| +5% | +$218K | ﹤0.01% | 3738 |
|
|
2021
Q2 | $4.76M | Buy |
102,608
+25,101
| +32% | +$1.16M | ﹤0.01% | 3824 |
|
|
2021
Q1 | $3.83M | Sell |
77,507
-58,793
| -43% | -$2.91M | ﹤0.01% | 3690 |
|
|
2020
Q4 | $4.76M | Buy |
136,300
+55,867
| +69% | +$1.95M | ﹤0.01% | 3308 |
|
|
2020
Q3 | $2.19M | Sell |
80,433
-9,095
| -10% | -$248K | ﹤0.01% | 3576 |
|
|
2020
Q2 | $2.79M | Buy |
89,528
+2,701
| +3% | +$84.1K | ﹤0.01% | 3271 |
|
|
2020
Q1 | $2.42M | Sell |
86,827
-26,751
| -24% | -$747K | ﹤0.01% | 3193 |
|
|
2019
Q4 | $5.48M | Buy |
113,578
+8,303
| +8% | +$400K | ﹤0.01% | 3110 |
|
|
2019
Q3 | $4.29M | Buy |
105,275
+11,641
| +12% | +$474K | ﹤0.01% | 3029 |
|
|
2019
Q2 | $3.9M | Buy |
93,634
+8,211
| +10% | +$342K | ﹤0.01% | 3176 |
|
|
2019
Q1 | $3.48M | Sell |
85,423
-50,265
| -37% | -$2.05M | ﹤0.01% | 3062 |
|
|
2018
Q4 | $5.11M | Buy |
135,688
+22,164
| +20% | +$834K | ﹤0.01% | 2885 |
|
|
2018
Q3 | $6.02M | Sell |
113,524
-20,549
| -15% | -$1.09M | ﹤0.01% | 2992 |
|
|
2018
Q2 | $7.23M | Sell |
134,073
-7,493
| -5% | -$404K | ﹤0.01% | 2740 |
|
|
2018
Q1 | $6.64M | Sell |
141,566
-5,731
| -4% | -$269K | ﹤0.01% | 2730 |
|
|
2017
Q4 | $6.65M | Buy |
147,297
+12,740
| +9% | +$575K | ﹤0.01% | 2778 |
|
|
2017
Q3 | $5.7M | Sell |
134,557
-80,102
| -37% | -$3.39M | ﹤0.01% | 2829 |
|
|
2017
Q2 | $8.76M | Sell |
214,659
-21,297
| -9% | -$869K | ﹤0.01% | 2296 |
|
|
2017
Q1 | $10M | Sell |
235,956
-13,817
| -6% | -$586K | ﹤0.01% | 2192 |
|
|
2016
Q4 | $10.7M | Sell |
249,773
-7,352
| -3% | -$316K | ﹤0.01% | 2179 |
|
|
2016
Q3 | $8.04M | Buy |
257,125
+57,902
| +29% | +$1.81M | ﹤0.01% | 2207 |
|
|
2016
Q2 | $5.56M | Buy |
199,223
+32,542
| +20% | +$908K | ﹤0.01% | 2516 |
|
|
2016
Q1 | $4.51M | Buy |
166,681
+6,051
| +4% | +$164K | ﹤0.01% | 2631 |
|
|
2015
Q4 | $4.55M | Sell |
160,630
-76,817
| -32% | -$2.18M | ﹤0.01% | 2750 |
|
|
2015
Q3 | $5.98M | Sell |
237,447
-4,147
| -2% | -$104K | ﹤0.01% | 2488 |
|
|
2015
Q2 | $5.5M | Buy |
241,594
+33,672
| +16% | +$767K | ﹤0.01% | 2705 |
|
|
2015
Q1 | $4.3M | Buy |
207,922
+7,366
| +4% | +$152K | ﹤0.01% | 2890 |
|
|
2014
Q4 | $3.96M | Buy |
200,556
+22,421
| +13% | +$442K | ﹤0.01% | 2952 |
|
|
2014
Q3 | $2.98M | Sell |
178,135
-818
| -0.5% | -$13.7K | ﹤0.01% | 3124 |
|
|
2014
Q2 | $3.23M | Sell |
178,953
-43,995
| -20% | -$795K | ﹤0.01% | 3078 |
|
|
2014
Q1 | $4.48M | Buy |
222,948
+3,222
| +1% | +$64.7K | ﹤0.01% | 2677 |
|
|
2013
Q4 | $4.49M | Buy |
219,726
+17,791
| +9% | +$363K | ﹤0.01% | 2674 |
|
|
2013
Q3 | $3.41M | Sell |
201,935
-6,557
| -3% | -$111K | ﹤0.01% | 2783 |
|
|
2013
Q2 | $3.33M | Buy |
+208,492
| New | +$3.33M | ﹤0.01% | 2711 |
|