OAM
Oberweis Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,256
| Closed | -$498K | – | 174 |
|
|
2020
Q4 | $498K | Sell |
14,256
-14,549
| -51% | -$508K | 0.13% | 91 |
|
|
2020
Q3 | $785K | Sell |
28,805
-3,457
| -11% | -$94.2K | 0.26% | 62 |
|
|
2020
Q2 | $1M | Buy |
32,262
+3,742
| +13% | +$116K | 0.39% | 47 |
|
|
2020
Q1 | $796K | Sell |
28,520
-6,100
| -18% | -$170K | 0.44% | 45 |
|
|
2019
Q4 | $1.67M | Buy |
34,620
+16,920
| +96% | +$816K | 0.56% | 31 |
|
|
2019
Q3 | $721K | Hold |
17,700
| – | – | 0.16% | 111 |
|
|
2019
Q2 | $736K | Buy |
17,700
+500
| +3% | +$20.8K | 0.13% | 103 |
|
|
2019
Q1 | $701K | Buy |
17,200
+100
| +0.6% | +$4.08K | 0.14% | 111 |
|
|
2018
Q4 | $643K | Sell |
17,100
-500
| -3% | -$18.8K | 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% | -$638K | 0.22% | 99 |
|
|
2017
Q4 | $1.41M | Buy |
31,200
+12,500
| +67% | +$565K | 0.33% | 68 |
|
|
2017
Q3 | $792K | Sell |
18,700
-9,700
| -34% | -$411K | 0.22% | 94 |
|
|
2017
Q2 | $1.16M | Buy |
+28,400
| New | +$1.16M | 0.32% | 67 |
|
|
2016
Q3 | – | Sell |
-14,700
| Closed | -$410K | – | 149 |
|
|
2016
Q2 | $410K | Buy |
+14,700
| New | +$410K | 0.12% | 121 |
|