Mutual of America Capital Management’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 | $7.75M | Sell |
140,743
-945
| -0.7% | -$52.1K | 0.08% | 267 |
|
|
2025
Q1 | $7.61M | Hold |
141,688
| – | – | 0.09% | 253 |
|
|
2024
Q4 | $7.99M | Buy |
141,688
+3,356
| +2% | +$189K | 0.09% | 249 |
|
|
2024
Q3 | $7.09M | Sell |
138,332
-3,934
| -3% | -$202K | 0.07% | 303 |
|
|
2024
Q2 | $5.82M | Sell |
142,266
-15,759
| -10% | -$645K | 0.06% | 370 |
|
|
2024
Q1 | $6.41M | Buy |
158,025
+6,517
| +4% | +$264K | 0.07% | 337 |
|
|
2023
Q4 | $6.76M | Sell |
151,508
-2,578
| -2% | -$115K | 0.08% | 280 |
|
|
2023
Q3 | $5.78M | Buy |
154,086
+3,821
| +3% | +$143K | 0.07% | 311 |
|
|
2023
Q2 | $5.88M | Sell |
150,265
-8,527
| -5% | -$333K | 0.07% | 367 |
|
|
2023
Q1 | $7.08M | Sell |
158,792
-4,980
| -3% | -$222K | 0.08% | 277 |
|
|
2022
Q4 | $8.02M | Sell |
163,772
-9,151
| -5% | -$448K | 0.1% | 226 |
|
|
2022
Q3 | $7.62M | Buy |
172,923
+1,423
| +0.8% | +$62.7K | 0.1% | 211 |
|
|
2022
Q2 | $7.12M | Sell |
171,500
-3,176
| -2% | -$132K | 0.09% | 264 |
|
|
2022
Q1 | $8.26M | Sell |
174,676
-1,074
| -0.6% | -$50.8K | 0.09% | 274 |
|
|
2021
Q4 | $8.28M | Sell |
175,750
-1,347
| -0.8% | -$63.4K | 0.08% | 298 |
|
|
2021
Q3 | $8.02M | Buy |
177,097
+28,261
| +19% | +$1.28M | 0.08% | 284 |
|
|
2021
Q2 | $6.91M | Buy |
148,836
+12,097
| +9% | +$561K | 0.07% | 362 |
|
|
2021
Q1 | $6.76M | Sell |
136,739
-17,236
| -11% | -$852K | 0.07% | 347 |
|
|
2020
Q4 | $5.38M | Hold |
153,975
| – | – | 0.06% | 418 |
|
|
2020
Q3 | $4.2M | Sell |
153,975
-4,774
| -3% | -$130K | 0.06% | 449 |
|
|
2020
Q2 | $4.94M | Sell |
158,749
-1,304
| -0.8% | -$40.6K | 0.07% | 365 |
|
|
2020
Q1 | $4.47M | Hold |
160,053
| – | – | 0.07% | 319 |
|
|
2019
Q4 | $7.72M | Sell |
160,053
-4,564
| -3% | -$220K | 0.1% | 237 |
|
|
2019
Q3 | $6.71M | Buy |
164,617
+6,228
| +4% | +$254K | 0.09% | 262 |
|
|
2019
Q2 | $6.59M | Sell |
158,389
-5,877
| -4% | -$244K | 0.09% | 259 |
|
|
2019
Q1 | $6.7M | Sell |
164,266
-380
| -0.2% | -$15.5K | 0.1% | 251 |
|
|
2018
Q4 | $6.2M | Sell |
164,646
-3,664
| -2% | -$138K | 0.1% | 236 |
|
|
2018
Q3 | $8.93M | Buy |
168,310
+5,511
| +3% | +$292K | 0.13% | 162 |
|
|
2018
Q2 | $8.78M | Sell |
162,799
-988
| -0.6% | -$53.3K | 0.13% | 153 |
|
|
2018
Q1 | $7.68M | Sell |
163,787
-703
| -0.4% | -$33K | 0.12% | 187 |
|
|
2017
Q4 | $7.43M | Buy |
164,490
+9,126
| +6% | +$412K | 0.11% | 207 |
|
|
2017
Q3 | $6.58M | Buy |
155,364
+4,256
| +3% | +$180K | 0.11% | 232 |
|
|
2017
Q2 | $6.17M | Buy |
151,108
+1,254
| +0.8% | +$51.2K | 0.11% | 232 |
|
|
2017
Q1 | $6.35M | Buy |
149,854
+1,070
| +0.7% | +$45.4K | 0.11% | 215 |
|
|
2016
Q4 | $6.4M | Buy |
148,784
+4,298
| +3% | +$185K | 0.12% | 194 |
|
|
2016
Q3 | $4.52M | Buy |
144,486
+707
| +0.5% | +$22.1K | 0.09% | 307 |
|
|
2016
Q2 | $4.01M | Buy |
143,779
+8,637
| +6% | +$241K | 0.09% | 338 |
|
|
2016
Q1 | $3.65M | Sell |
135,142
-96
| -0.1% | -$2.6K | 0.08% | 357 |
|
|
2015
Q4 | $3.83M | Buy |
135,238
+11,441
| +9% | +$324K | 0.09% | 317 |
|
|
2015
Q3 | $3.12M | Sell |
123,797
-388
| -0.3% | -$9.77K | 0.07% | 402 |
|
|
2015
Q2 | $2.83M | Hold |
124,185
| – | – | 0.06% | 503 |
|
|
2015
Q1 | $2.57M | Buy |
124,185
+5,387
| +5% | +$111K | 0.06% | 583 |
|
|
2014
Q4 | $2.34M | Buy |
118,798
+4,816
| +4% | +$95K | 0.05% | 618 |
|
|
2014
Q3 | $1.91M | Buy |
113,982
+6,452
| +6% | +$108K | 0.05% | 696 |
|
|
2014
Q2 | $1.94M | Buy |
107,530
+7,320
| +7% | +$132K | 0.05% | 705 |
|
|
2014
Q1 | $2.01M | Buy |
100,210
+38,980
| +64% | +$782K | 0.05% | 672 |
|
|
2013
Q4 | $1.25M | Buy |
+61,230
| New | +$1.25M | 0.03% | 881 |
|