Mutual Advisors’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 | $1.35M | Buy |
24,061
+5
| +0% | +$280 | 0.03% | 413 |
|
|
2025
Q1 | $1.24M | Hold |
24,056
| – | – | 0.04% | 398 |
|
|
2024
Q4 | $1.37M | Hold |
24,056
| – | – | 0.04% | 386 |
|
|
2024
Q3 | $1.28M | Buy |
24,056
+1,741
| +8% | +$92.4K | 0.04% | 402 |
|
|
2024
Q2 | $1.18M | Sell |
22,315
-2,753
| -11% | -$145K | 0.04% | 435 |
|
|
2024
Q1 | $1.02M | Hold |
25,068
| – | – | 0.03% | 466 |
|
|
2023
Q4 | $1.12M | Hold |
25,068
| – | – | 0.04% | 422 |
|
|
2023
Q3 | $940K | Buy |
25,068
+703
| +3% | +$26.4K | 0.04% | 439 |
|
|
2023
Q2 | $953K | Buy |
24,365
+4,100
| +20% | +$160K | 0.04% | 446 |
|
|
2023
Q1 | $904K | Sell |
20,265
-5,400
| -21% | -$241K | 0.04% | 451 |
|
|
2022
Q4 | $1.26M | Buy |
+25,665
| New | +$1.26M | 0.06% | 348 |
|