Shell Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
4,102
-814
| -17% | -$44.8K | 0.01% | 727 |
|
|
2025
Q1 | $264K | Sell |
4,916
-212
| -4% | -$11.4K | 0.01% | 670 |
|
|
2024
Q4 | $289K | Hold |
5,128
| – | – | 0.01% | 687 |
|
|
2024
Q3 | $263K | Buy |
+5,128
| New | +$263K | 0.01% | 732 |
|
|
2024
Q1 | $222K | Sell |
5,428
-559
| -9% | -$22.9K | 0.01% | 780 |
|
|
2023
Q4 | $267K | Sell |
5,987
-1,801
| -23% | -$80.3K | 0.01% | 754 |
|
|
2023
Q3 | $292K | Sell |
7,788
-123
| -2% | -$4.61K | 0.01% | 765 |
|
|
2023
Q2 | $309K | Sell |
7,911
-46
| -0.6% | -$1.8K | 0.01% | 773 |
|
|
2023
Q1 | $355K | Sell |
7,957
-28
| -0.4% | -$1.25K | 0.01% | 712 |
|
|
2022
Q4 | $391K | Sell |
7,985
-1,645
| -17% | -$80.6K | 0.02% | 660 |
|
|
2022
Q3 | $424K | Sell |
9,630
-2,528
| -21% | -$111K | 0.02% | 652 |
|
|
2022
Q2 | $505K | Buy |
12,158
+19
| +0.2% | +$789 | 0.01% | 711 |
|
|
2022
Q1 | $574K | Sell |
12,139
-1,794
| -13% | -$84.8K | 0.01% | 737 |
|
|
2021
Q4 | $656K | Buy |
13,933
+389
| +3% | +$18.3K | 0.01% | 772 |
|
|
2021
Q3 | $613K | Sell |
13,544
-600
| -4% | -$27.2K | 0.01% | 773 |
|
|
2021
Q2 | $656K | Buy |
14,144
+760
| +6% | +$35.2K | 0.01% | 787 |
|
|
2021
Q1 | $662K | Sell |
13,384
-70
| -0.5% | -$3.46K | 0.01% | 730 |
|
|
2020
Q4 | $470K | Hold |
13,454
| – | – | 0.01% | 829 |
|
|
2020
Q3 | $367K | Hold |
13,454
| – | – | 0.01% | 815 |
|
|
2020
Q2 | $419K | Sell |
13,454
-151
| -1% | -$4.7K | 0.01% | 742 |
|
|
2020
Q1 | $380K | Sell |
13,605
-207
| -1% | -$5.78K | 0.01% | 772 |
|
|
2019
Q4 | $666K | Sell |
13,812
-396
| -3% | -$19.1K | 0.01% | 736 |
|
|
2019
Q3 | $579K | Sell |
14,208
-125
| -0.9% | -$5.09K | 0.01% | 822 |
|
|
2019
Q2 | $596K | Sell |
14,333
-325
| -2% | -$13.5K | 0.01% | 838 |
|
|
2019
Q1 | $598K | Hold |
14,658
| – | – | 0.01% | 826 |
|
|
2018
Q4 | $552K | Sell |
14,658
-1,200
| -8% | -$45.2K | 0.01% | 810 |
|
|
2018
Q3 | $841K | Hold |
15,858
| – | – | 0.02% | 757 |
|
|
2018
Q2 | $856K | Sell |
15,858
-845
| -5% | -$45.6K | 0.02% | 750 |
|
|
2018
Q1 | $783K | Hold |
16,703
| – | – | 0.02% | 769 |
|
|
2017
Q4 | $754K | Hold |
16,703
| – | – | 0.02% | 777 |
|
|
2017
Q3 | $707K | Sell |
16,703
-500
| -3% | -$21.2K | 0.02% | 735 |
|
|
2017
Q2 | $702K | Hold |
17,203
| – | – | 0.02% | 783 |
|
|
2017
Q1 | $729K | Sell |
17,203
-1,205
| -7% | -$51.1K | 0.02% | 770 |
|
|
2016
Q4 | $792K | Sell |
18,408
-161
| -0.9% | -$6.93K | 0.02% | 746 |
|
|
2016
Q3 | $580K | Sell |
18,569
-852
| -4% | -$26.6K | 0.01% | 808 |
|
|
2016
Q2 | $542K | Sell |
19,421
-1,107
| -5% | -$30.9K | 0.01% | 715 |
|
|
2016
Q1 | $555K | Sell |
20,528
-1,231
| -6% | -$33.3K | 0.01% | 653 |
|
|
2015
Q4 | $617K | Buy |
+21,759
| New | +$617K | 0.01% | 649 |
|