SEI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.3M | Buy |
79,512
+10,444
| +15% | +$589K | ﹤0.01% | 1619 |
|
|
2025
Q4 | $3.73M | Sell |
69,068
-244
| -0.4% | -$13.4K | ﹤0.01% | 1526 |
|
|
2025
Q3 | $4.02M | Buy |
69,312
+2,511
| +4% | +$146K | ﹤0.01% | 1391 |
|
|
2025
Q2 | $3.68M | Buy |
66,801
+5,080
| +8% | +$265K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $3.32M | Sell |
61,721
-4,120
| -6% | -$237K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $3.71M | Buy |
65,841
+11,446
| +21% | +$640K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $2.79M | Buy |
54,395
+277
| +0.5% | +$13.6K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $2.21M | Sell |
54,118
-24,210
| -31% | -$941K | ﹤0.01% | 1587 |
|
|
2024
Q1 | $3.18M | Sell |
78,328
-10,480
| -12% | -$429K | ﹤0.01% | 1413 |
|
|
2023
Q4 | $3.97M | Buy |
88,808
+355
| +0.4% | +$13.9K | 0.01% | 1279 |
|
|
2023
Q3 | $3.32M | Sell |
88,453
-6,444
| -7% | -$257K | 0.01% | 1355 |
|
|
2023
Q2 | $3.71M | Buy |
94,897
+3,493
| +4% | +$144K | 0.01% | 1342 |
|
|
2023
Q1 | $4.08M | Sell |
91,404
-10,072
| -10% | -$515K | 0.01% | 1282 |
|
|
2022
Q4 | $4.97M | Buy |
101,476
+5,764
| +6% | +$286K | 0.01% | 1061 |
|
|
2022
Q3 | $4.21M | Sell |
95,712
-3,173
| -3% | -$144K | 0.01% | 1169 |
|
|
2022
Q2 | $4.1M | Sell |
98,885
-7,787
| -7% | -$347K | 0.01% | 1195 |
|
|
2022
Q1 | $5.05M | Buy |
106,672
+3,232
| +3% | +$159K | 0.01% | 1098 |
|
|
2021
Q4 | $4.87M | Buy |
103,440
+53,808
| +108% | +$2.57M | 0.01% | 1157 |
|
|
2021
Q3 | $2.25M | Buy |
49,632
+3,814
| +8% | +$171K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $2.13M | Sell |
45,818
-4,481
| -9% | -$219K | ﹤0.01% | 1490 |
|
|
2021
Q1 | $2.49M | Buy |
50,299
+7,065
| +16% | +$298K | 0.01% | 1357 |
|
|
2020
Q4 | $1.51M | Sell |
43,234
-5,216
| -11% | -$171K | ﹤0.01% | 1512 |
|
|
2020
Q3 | $1.32M | Sell |
48,450
-8,548
| -15% | -$253K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $1.77M | Buy |
56,998
+10,319
| +22% | +$300K | 0.01% | 1321 |
|
|
2020
Q1 | $1.3M | Sell |
46,679
-1,467
| -3% | -$59K | ﹤0.01% | 1345 |
|
|
2019
Q4 | $2.32M | Buy |
48,146
+5,533
| +13% | +$246K | 0.01% | 1264 |
|
|
2019
Q3 | $1.74M | Sell |
42,613
-4,484
| -10% | -$181K | ﹤0.01% | 1387 |
|
|
2019
Q2 | $1.96M | Buy |
47,097
+12,945
| +38% | +$541K | 0.01% | 1339 |
|
|
2019
Q1 | $1.39M | Sell |
34,152
-1,855
| -5% | -$79.8K | ﹤0.01% | 1462 |
|
|
2018
Q4 | $1.91M | Hold |
36,007
| – | – | 0.01% | 1313 |
|
|
2018
Q3 | $1.91M | Sell |
36,007
-2,914
| -7% | -$162K | 0.01% | 1278 |
|
|
2018
Q2 | $2.1M | Buy |
38,921
+1,214
| +3% | +$63.5K | 0.01% | 1308 |
|
|
2018
Q1 | $1.77M | Sell |
37,707
-389
| -1% | -$18.6K | 0.01% | 1251 |
|
|
2017
Q4 | $1.72M | Sell |
38,096
-1,903
| -5% | -$83.3K | 0.01% | 1340 |
|
|
2017
Q3 | $1.69M | Sell |
39,999
-2,295
| -5% | -$90.8K | 0.01% | 1274 |
|
|
2017
Q2 | $1.73M | Buy |
42,294
+7,555
| +22% | +$314K | 0.01% | 1247 |
|
|
2017
Q1 | $1.47M | Buy |
34,739
+2,711
| +8% | +$115K | 0.01% | 1257 |
|
|
2016
Q4 | $1.38M | Buy |
+32,028
| New | +$1.17M | 0.01% | 1271 |
|
|
2016
Q2 | – | Sell |
-685
| Closed | -$19K | – | 2655 |
|
|
2016
Q1 | $19K | Sell |
685
-1,768
| -72% | -$48.2K | ﹤0.01% | 2058 |
|
|
2015
Q4 | $70K | Buy |
+2,453
| New | +$69K | ﹤0.01% | 1791 |
|
Other funds holding EFSC
VCM
NAMI
