Salzhauer Michael’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
Q2 | – | Sell |
-20,614
| Closed | -$919K | – | 78 |
|
|
2023
Q1 | $919K | Hold |
20,614
| – | – | 0.81% | 25 |
|
|
2022
Q4 | $1.01M | Hold |
20,614
| – | – | 0.59% | 33 |
|
|
2022
Q3 | $908K | Hold |
20,614
| – | – | 0.56% | 35 |
|
|
2022
Q2 | $855K | Hold |
20,614
| – | – | 0.51% | 37 |
|
|
2022
Q1 | $975K | Sell |
20,614
-7,589
| -27% | -$359K | 0.43% | 39 |
|
|
2021
Q4 | $1.33M | Hold |
28,203
| – | – | 0.5% | 32 |
|
|
2021
Q3 | $1.28M | Buy |
28,203
+6,523
| +30% | +$295K | 0.52% | 27 |
|
|
2021
Q2 | $1.01M | Hold |
21,680
| – | – | 0.44% | 32 |
|
|
2021
Q1 | $1.07M | Hold |
21,680
| – | – | 0.55% | 26 |
|
|
2020
Q4 | $758K | Hold |
21,680
| – | – | 0.54% | 31 |
|
|
2020
Q3 | $591K | Buy |
21,680
+2,651
| +14% | +$72.3K | 0.66% | 30 |
|
|
2020
Q2 | $592K | Hold |
19,029
| – | – | 0.78% | 32 |
|
|
2020
Q1 | $531K | Sell |
19,029
-8,121
| -30% | -$227K | 0.9% | 28 |
|
|
2019
Q4 | $1.31M | Hold |
27,150
| – | – | 0.6% | 33 |
|
|
2019
Q3 | $1.11M | Hold |
27,150
| – | – | 0.58% | 38 |
|
|
2019
Q2 | $1.13M | Hold |
27,150
| – | – | 0.52% | 38 |
|
|
2019
Q1 | $1.11M | Hold |
27,150
| – | – | 0.54% | 35 |
|
|
2018
Q4 | $1.02M | Sell |
27,150
-200
| -0.7% | -$7.53K | 0.56% | 36 |
|
|
2018
Q3 | $1.45M | Hold |
27,350
| – | – | 0.55% | 41 |
|
|
2018
Q2 | $1.48M | Hold |
27,350
| – | – | 0.54% | 44 |
|
|
2018
Q1 | $1.28M | Hold |
27,350
| – | – | 0.48% | 44 |
|
|
2017
Q4 | $1.24M | Hold |
27,350
| – | – | 0.49% | 44 |
|
|
2017
Q3 | $1.16M | Buy |
27,350
+5
| +0% | +$212 | 0.5% | 44 |
|
|
2017
Q2 | $1.12M | Hold |
27,345
| – | – | 0.51% | 46 |
|
|
2017
Q1 | $1.16M | Hold |
27,345
| – | – | 0.55% | 46 |
|
|
2016
Q4 | $1.18M | Sell |
27,345
-8,850
| -24% | -$381K | 0.58% | 47 |
|
|
2016
Q3 | $1.13M | Sell |
36,195
-500
| -1% | -$15.6K | 0.81% | 37 |
|
|
2016
Q2 | $1.02M | Sell |
36,695
-4,725
| -11% | -$132K | 0.83% | 34 |
|
|
2016
Q1 | $1.12M | Hold |
41,420
| – | – | 0.94% | 31 |
|
|
2015
Q4 | $1.17M | Hold |
41,420
| – | – | 0.87% | 34 |
|
|
2015
Q3 | $1.04M | Hold |
41,420
| – | – | 0.85% | 33 |
|
|
2015
Q2 | $943K | Hold |
41,420
| – | – | 0.72% | 42 |
|
|
2015
Q1 | $855K | Buy |
41,420
+8,171
| +25% | +$169K | 0.78% | 36 |
|
|
2014
Q4 | $656K | Hold |
33,249
| – | – | 0.55% | 41 |
|
|
2014
Q3 | $597K | Hold |
33,249
| – | – | 0.55% | 41 |
|
|
2014
Q2 | $601K | Buy |
33,249
+200
| +0.6% | +$3.62K | 0.56% | 39 |
|
|
2014
Q1 | $663K | Sell |
33,049
-200
| -0.6% | -$4.01K | 0.63% | 37 |
|
|
2013
Q4 | $679K | Buy |
+33,249
| New | +$679K | 0.67% | 38 |
|