OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,095
| Closed | -$981K | – | 1004 |
|
|
2023
Q2 | $981K | Buy |
25,095
+512
| +2% | +$20K | 0.02% | 417 |
|
|
2023
Q1 | $1.1M | Buy |
24,583
+138
| +0.6% | +$6.15K | 0.03% | 373 |
|
|
2022
Q4 | $1.2M | Hold |
24,445
| – | – | 0.03% | 321 |
|
|
2022
Q3 | $1.08M | Hold |
24,445
| – | – | 0.04% | 273 |
|
|
2022
Q2 | $1.01M | Hold |
24,445
| – | – | 0.04% | 253 |
|
|
2022
Q1 | $1.16M | Hold |
24,445
| – | – | 0.04% | 235 |
|
|
2021
Q4 | $1.15M | Buy |
24,445
+100
| +0.4% | +$4.71K | 0.04% | 248 |
|
|
2021
Q3 | $1.1M | Hold |
24,345
| – | – | 0.04% | 246 |
|
|
2021
Q2 | $1.13M | Buy |
24,345
+100
| +0.4% | +$4.64K | 0.05% | 232 |
|
|
2021
Q1 | $1.2M | Hold |
24,245
| – | – | 0.06% | 217 |
|
|
2020
Q4 | $847K | Buy |
+24,245
| New | +$847K | 0.04% | 250 |
|