Visionary Wealth Advisors’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 | $3.2M | Buy |
57,989
+52,762
| +1,009% | +$2.91M | 0.16% | 143 |
|
|
2025
Q1 | $281K | Buy |
5,227
+2
| +0% | +$107 | 0.02% | 462 |
|
|
2024
Q4 | $295K | Buy |
5,225
+2
| +0% | +$113 | 0.02% | 444 |
|
|
2024
Q3 | $268K | Sell |
5,223
-102
| -2% | -$5.23K | 0.02% | 461 |
|
|
2024
Q2 | $218K | Buy |
5,325
+6
| +0.1% | +$245 | 0.01% | 482 |
|
|
2024
Q1 | $216K | Buy |
5,319
+2
| +0% | +$81 | 0.01% | 464 |
|
|
2023
Q4 | $237K | Sell |
5,317
-101
| -2% | -$4.51K | 0.02% | 431 |
|
|
2023
Q3 | $203K | Buy |
5,418
+2
| +0% | +$75 | 0.02% | 425 |
|
|
2023
Q2 | $212K | Buy |
5,416
+3
| +0.1% | +$117 | 0.02% | 425 |
|
|
2023
Q1 | $241K | Sell |
5,413
-498
| -8% | -$22.2K | 0.02% | 387 |
|
|
2022
Q4 | $289K | Buy |
+5,911
| New | +$289K | 0.03% | 329 |
|