Sonen Capital’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 |
-13,000
| Closed | -$580K | – | 86 |
|
|
2023
Q1 | $580K | Sell |
13,000
-4,000
| -24% | -$178K | 0.98% | 32 |
|
|
2022
Q4 | $832K | Hold |
17,000
| – | – | 1.36% | 21 |
|
|
2022
Q3 | $749K | Hold |
17,000
| – | – | 1.21% | 26 |
|
|
2022
Q2 | $706K | Hold |
17,000
| – | – | 1.01% | 35 |
|
|
2022
Q1 | $804K | Buy |
17,000
+4,000
| +31% | +$189K | 0.97% | 35 |
|
|
2021
Q4 | $612K | Buy |
+13,000
| New | +$612K | 0.59% | 59 |
|