UBS Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
55,393
-2,628
| -5% | -$145K | ﹤0.01% | 3475 |
|
|
2025
Q1 | $3.12M | Sell |
58,021
-35,268
| -38% | -$1.9M | ﹤0.01% | 3362 |
|
|
2024
Q4 | $5.26M | Buy |
93,289
+67,747
| +265% | +$3.82M | ﹤0.01% | 2955 |
|
|
2024
Q3 | $1.31M | Buy |
25,542
+4,994
| +24% | +$256K | ﹤0.01% | 3371 |
|
|
2024
Q2 | $841K | Sell |
20,548
-25,433
| -55% | -$1.04M | ﹤0.01% | 3535 |
|
|
2024
Q1 | $1.86M | Sell |
45,981
-6,759
| -13% | -$274K | ﹤0.01% | 3042 |
|
|
2023
Q4 | $2.35M | Buy |
52,740
+25,942
| +97% | +$1.16M | ﹤0.01% | 2691 |
|
|
2023
Q3 | $1M | Buy |
26,798
+4,820
| +22% | +$181K | ﹤0.01% | 3079 |
|
|
2023
Q2 | $859K | Buy |
21,978
+3,374
| +18% | +$132K | ﹤0.01% | 3421 |
|
|
2023
Q1 | $830K | Buy |
18,604
+3,905
| +27% | +$174K | ﹤0.01% | 3327 |
|
|
2022
Q4 | $720K | Buy |
14,699
+9,348
| +175% | +$458K | ﹤0.01% | 3399 |
|
|
2022
Q3 | $236K | Sell |
5,351
-2,824
| -35% | -$125K | ﹤0.01% | 3931 |
|
|
2022
Q2 | $339K | Sell |
8,175
-7,516
| -48% | -$312K | ﹤0.01% | 3612 |
|
|
2022
Q1 | $742K | Sell |
15,691
-7,021
| -31% | -$332K | ﹤0.01% | 3482 |
|
|
2021
Q4 | $1.07M | Buy |
22,712
+10,742
| +90% | +$506K | ﹤0.01% | 3393 |
|
|
2021
Q3 | $542K | Sell |
11,970
-15,874
| -57% | -$719K | ﹤0.01% | 3681 |
|
|
2021
Q2 | $1.29M | Buy |
27,844
+14,099
| +103% | +$654K | ﹤0.01% | 3055 |
|
|
2021
Q1 | $680K | Sell |
13,745
-1,584
| -10% | -$78.4K | ﹤0.01% | 3688 |
|
|
2020
Q4 | $536K | Buy |
15,329
+5,373
| +54% | +$188K | ﹤0.01% | 3631 |
|
|
2020
Q3 | $272K | Sell |
9,956
-5,692
| -36% | -$156K | ﹤0.01% | 3813 |
|
|
2020
Q2 | $486K | Sell |
15,648
-560
| -3% | -$17.4K | ﹤0.01% | 3405 |
|
|
2020
Q1 | $452K | Sell |
16,208
-11,934
| -42% | -$333K | ﹤0.01% | 3301 |
|
|
2019
Q4 | $1.36M | Buy |
28,142
+24,847
| +754% | +$1.2M | ﹤0.01% | 3086 |
|
|
2019
Q3 | $135K | Buy |
3,295
+1,281
| +64% | +$52.5K | ﹤0.01% | 4652 |
|
|
2019
Q2 | $84K | Sell |
2,014
-474
| -19% | -$19.8K | ﹤0.01% | 4654 |
|
|
2019
Q1 | $102K | Buy |
2,488
+488
| +24% | +$20K | ﹤0.01% | 4272 |
|
|
2018
Q4 | $75K | Sell |
2,000
-293
| -13% | -$11K | ﹤0.01% | 4897 |
|
|
2018
Q3 | $122K | Buy |
2,293
+203
| +10% | +$10.8K | ﹤0.01% | 4562 |
|
|
2018
Q2 | $113K | Sell |
2,090
-2,009
| -49% | -$109K | ﹤0.01% | 4481 |
|
|
2018
Q1 | $192K | Buy |
4,099
+1,988
| +94% | +$93.1K | ﹤0.01% | 4006 |
|
|
2017
Q4 | $95K | Sell |
2,111
-744
| -26% | -$33.5K | ﹤0.01% | 4455 |
|
|
2017
Q3 | $121K | Buy |
2,855
+855
| +43% | +$36.2K | ﹤0.01% | 4330 |
|
|
2017
Q2 | $82K | Sell |
2,000
-23,265
| -92% | -$954K | ﹤0.01% | 4408 |
|
|
2017
Q1 | $1.07M | Buy |
25,265
+18,947
| +300% | +$804K | ﹤0.01% | 2785 |
|
|
2016
Q4 | $272K | Sell |
6,318
-8,107
| -56% | -$349K | ﹤0.01% | 3727 |
|
|
2016
Q3 | $451K | Buy |
14,425
+11,925
| +477% | +$373K | ﹤0.01% | 3210 |
|
|
2016
Q2 | $70K | Hold |
2,500
| – | – | ﹤0.01% | 4432 |
|
|
2016
Q1 | $68K | Sell |
2,500
-740
| -23% | -$20.1K | ﹤0.01% | 4483 |
|
|
2015
Q4 | $92K | Buy |
3,240
+740
| +30% | +$21K | ﹤0.01% | 4288 |
|
|
2015
Q3 | $63K | Sell |
2,500
-462
| -16% | -$11.6K | ﹤0.01% | 4527 |
|
|
2015
Q2 | $68K | Sell |
2,962
-1,424
| -32% | -$32.7K | ﹤0.01% | 4556 |
|
|
2015
Q1 | $90K | Sell |
4,386
-4,264
| -49% | -$87.5K | ﹤0.01% | 4248 |
|
|
2014
Q4 | $171K | Buy |
+8,650
| New | +$171K | ﹤0.01% | 3878 |
|