Mosaic Family Wealth Partners’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 | $1.8M | Hold |
32,696
| – | – | 0.23% | 51 |
|
|
2025
Q1 | $1.76M | Hold |
32,696
| – | – | 0.25% | 44 |
|
|
2024
Q4 | $1.84M | Buy |
32,696
+9,000
| +38% | +$508K | 0.27% | 42 |
|
|
2024
Q3 | $1.21M | Hold |
23,696
| – | – | 0.18% | 64 |
|
|
2024
Q2 | $969K | Hold |
23,696
| – | – | 0.16% | 74 |
|
|
2024
Q1 | $961K | Hold |
23,696
| – | – | 0.16% | 74 |
|
|
2023
Q4 | $1.06M | Hold |
23,696
| – | – | 0.18% | 65 |
|
|
2023
Q3 | $889K | Hold |
23,696
| – | – | 0.18% | 69 |
|
|
2023
Q2 | $927K | Hold |
23,696
| – | – | 0.18% | 68 |
|
|
2023
Q1 | $1.06M | Buy |
23,696
+9,196
| +63% | +$410K | 0.22% | 53 |
|
|
2022
Q4 | $710K | Buy |
+14,500
| New | +$710K | 0.2% | 78 |
|