Oberweis Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-14,256
Closed -$498K 174
2020
Q4
$498K Sell
14,256
-14,549
-51% -$476K 0.13% 91
2020
Q3
$785K Sell
28,805
-3,457
-11% -$102K 0.26% 62
2020
Q2
$1M Buy
32,262
+3,742
+13% +$109K 0.39% 47
2020
Q1
$796K Sell
28,520
-6,100
-18% -$245K 0.44% 45
2019
Q4
$1.67M Buy
34,620
+16,920
+96% +$751K 0.56% 31
2019
Q3
$721K Hold
17,700
0.16% 111
2019
Q2
$736K Buy
17,700
+500
+3% +$20.9K 0.13% 103
2019
Q1
$701K Buy
17,200
+100
+0.6% +$4.3K 0.14% 111
2018
Q4
$643K Sell
17,100
-500
-3% -$22.3K 0.14% 114
2018
Q3
$934K Hold
17,600
0.18% 104
2018
Q2
$950K Hold
17,600
0.24% 99
2018
Q1
$825K Sell
17,600
-13,600
-44% -$649K 0.22% 99
2017
Q4
$1.41M Buy
31,200
+12,500
+67% +$547K 0.33% 68
2017
Q3
$792K Sell
18,700
-9,700
-34% -$384K 0.22% 94
2017
Q2
$1.16M Buy
+28,400
New +$1.18M 0.32% 67
2016
Q3
Sell
-14,700
Closed -$410K 149
2016
Q2
$410K Buy
+14,700
New +$400K 0.12% 121

Other funds holding EFSC