Plancorp LLC’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 | $5.32M | Sell |
96,475
-991
| -1% | -$54.6K | 0.18% | 55 |
|
|
2025
Q1 | $5.24M | Buy |
97,466
+38,406
| +65% | +$2.06M | 0.21% | 51 |
|
|
2024
Q4 | $3.33M | Sell |
59,060
-4,940
| -8% | -$279K | 0.14% | 58 |
|
|
2024
Q3 | $3.28M | Buy |
64,000
+20,571
| +47% | +$1.05M | 0.13% | 57 |
|
|
2024
Q2 | $1.78M | Sell |
43,429
-15,222
| -26% | -$623K | 0.08% | 89 |
|
|
2024
Q1 | $2.38M | Buy |
58,651
+22
| +0% | +$892 | 0.1% | 72 |
|
|
2023
Q4 | $2.62M | Sell |
58,629
-981
| -2% | -$43.8K | 0.13% | 64 |
|
|
2023
Q3 | $2.24M | Buy |
59,610
+1,034
| +2% | +$38.8K | 0.12% | 67 |
|
|
2023
Q2 | $2.29M | Buy |
58,576
+22
| +0% | +$860 | 0.12% | 60 |
|
|
2023
Q1 | $2.61M | Sell |
58,554
-2,504
| -4% | -$112K | 0.15% | 53 |
|
|
2022
Q4 | $2.99M | Sell |
61,058
-2,393
| -4% | -$117K | 0.18% | 46 |
|
|
2022
Q3 | $2.79M | Sell |
63,451
-98
| -0.2% | -$4.32K | 0.19% | 47 |
|
|
2022
Q2 | $2.64M | Buy |
63,549
+17
| +0% | +$705 | 0.17% | 50 |
|
|
2022
Q1 | $3.01M | Sell |
63,532
-1,561
| -2% | -$73.9K | 0.2% | 46 |
|
|
2021
Q4 | $3.07M | Sell |
65,093
-1,371
| -2% | -$64.6K | 0.19% | 44 |
|
|
2021
Q3 | $3.01M | Buy |
66,464
+14
| +0% | +$634 | 0.21% | 39 |
|
|
2021
Q2 | $3.08M | Sell |
66,450
-5,296
| -7% | -$246K | 0.24% | 37 |
|
|
2021
Q1 | $3.55M | Sell |
71,746
-2,572
| -3% | -$127K | 0.78% | 27 |
|
|
2020
Q4 | $2.6M | Sell |
74,318
-4,463
| -6% | -$156K | 0.64% | 31 |
|
|
2020
Q3 | $2.15M | Buy |
78,781
+21
| +0% | +$573 | 0.65% | 27 |
|
|
2020
Q2 | $2.45M | Buy |
78,760
+20
| +0% | +$622 | 0.74% | 26 |
|
|
2020
Q1 | $2.2M | Sell |
78,740
-1,123
| -1% | -$31.3K | 0.85% | 24 |
|
|
2019
Q4 | $3.85M | Sell |
79,863
-11,529
| -13% | -$556K | 1.18% | 22 |
|
|
2019
Q3 | $3.72M | Sell |
91,392
-2,166
| -2% | -$88.3K | 1.42% | 14 |
|
|
2019
Q2 | $3.89M | Sell |
93,558
-458
| -0.5% | -$19.1K | 1.54% | 13 |
|
|
2019
Q1 | $3.83M | Sell |
94,016
-2,105
| -2% | -$85.8K | 1.45% | 13 |
|
|
2018
Q4 | $3.62M | Sell |
96,121
-4,545
| -5% | -$171K | 1.64% | 12 |
|
|
2018
Q3 | $5.34M | Buy |
100,666
+7
| +0% | +$371 | 2.1% | 9 |
|
|
2018
Q2 | $5.43M | Sell |
100,659
-4,516
| -4% | -$244K | 2.17% | 9 |
|
|
2018
Q1 | $4.93M | Sell |
105,175
-60,723
| -37% | -$2.85M | 1.58% | 11 |
|
|
2017
Q4 | $7.49M | Sell |
165,898
-17,927
| -10% | -$809K | 2.44% | 9 |
|
|
2017
Q3 | $7.79M | Buy |
183,825
+56,699
| +45% | +$2.4M | 2.3% | 8 |
|
|
2017
Q2 | $5.19M | Buy |
127,126
+62,156
| +96% | +$2.54M | 1.54% | 12 |
|
|
2017
Q1 | $2.75M | Buy |
64,970
+13,731
| +27% | +$582K | 0.8% | 21 |
|
|
2016
Q4 | $2.2M | Sell |
51,239
-1,873
| -4% | -$80.5K | 0.63% | 25 |
|
|
2016
Q3 | $1.66M | Buy |
53,112
+23,543
| +80% | +$736K | 1.06% | 27 |
|
|
2016
Q2 | $825K | Sell |
29,569
-3,847
| -12% | -$107K | 0.73% | 26 |
|
|
2016
Q1 | $904K | Buy |
33,416
+3,847
| +13% | +$104K | 1.08% | 15 |
|
|
2015
Q4 | $838K | Sell |
29,569
-2,000
| -6% | -$56.7K | 1% | 23 |
|
|
2015
Q3 | $795K | Hold |
31,569
| – | – | 0.72% | 31 |
|
|
2015
Q2 | $719K | Hold |
31,569
| – | – | 0.67% | 27 |
|
|
2015
Q1 | $652K | Sell |
31,569
-4,000
| -11% | -$82.6K | 0.65% | 36 |
|
|
2014
Q4 | $702K | Sell |
35,569
-30,310
| -46% | -$598K | 0.73% | 26 |
|
|
2014
Q3 | $1.1M | Buy |
65,879
+30,310
| +85% | +$506K | 1.16% | 20 |
|
|
2014
Q2 | $642K | Sell |
35,569
-31,701
| -47% | -$572K | 0.58% | 27 |
|
|
2014
Q1 | $1.35M | Buy |
67,270
+5,462
| +9% | +$110K | 0.92% | 26 |
|
|
2013
Q4 | $1.26M | Buy |
+61,808
| New | +$1.26M | 1.11% | 18 |
|