Systematic Financial Management’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
2024 Q4	–	Sell	-3,524	Closed	-$181K	–	281
2024 Q3	$181K	Buy	+3,524	New	+$173K	﹤0.01%	318
2019 Q2	–	Sell	-26,595	Closed	-$1.08M	–	632
2019 Q1	$1.08M	Buy	+26,595	New	+$1.14M	0.04%	464
2018 Q2	–	Sell	-30,100	Closed	-$1.41M	–	645
2018 Q1	$1.41M	Sell	30,100 -345	-1%	-$16.5K	0.03%	398
2017 Q4	$1.38M	Sell	30,445 -9,680	-24%	-$424K	0.03%	467
2017 Q3	$1.7M	Sell	40,125 -1,410	-3%	-$55.8K	0.03%	306
2017 Q2	$1.7M	Buy	41,535 +390	+0.9%	+$16.2K	0.03%	446
2017 Q1	$1.75M	Sell	41,145 -2,855	-6%	-$121K	0.03%	412
2016 Q4	$1.89M	Buy	44,000 +4,545	+12%	+$166K	0.03%	378
2016 Q3	$1.23M	Sell	39,455 -4,045	-9%	-$120K	0.02%	535
2016 Q2	$1.21M	Sell	43,500 -1,130	-3%	-$30.8K	0.02%	529
2016 Q1	$1.21M	Sell	44,630 -4,730	-10%	-$129K	0.02%	512
2015 Q4	$1.4M	Buy	+49,360	New	+$1.39M	0.02%	523