Western Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.2M | Sell |
576,505
-873
| -0.2% | -$49.2K | 12.21% | 2 |
|
|
2025
Q4 | $31.2M | Sell |
577,378
-5,555
| -1% | -$305K | 12.37% | 2 |
|
|
2025
Q3 | $33.8M | Buy |
582,933
+48,391
| +9% | +$2.81M | 14.71% | 1 |
|
|
2025
Q2 | $29.5M | Sell |
534,542
-49,948
| -9% | -$2.61M | 15.79% | 1 |
|
|
2025
Q1 | $31.4M | Sell |
584,490
-828
| -0.1% | -$47.7K | 18.25% | 1 |
|
|
2024
Q4 | $33M | Sell |
585,318
-29,362
| -5% | -$1.64M | 18.14% | 1 |
|
|
2024
Q3 | $31.5M | Sell |
614,680
-36,716
| -6% | -$1.8M | 17.88% | 1 |
|
|
2024
Q2 | $26.6M | Sell |
651,396
-712
| -0.1% | -$27.7K | 16.1% | 1 |
|
|
2024
Q1 | $26.4M | Sell |
652,108
-4,803
| -0.7% | -$197K | 16.21% | 1 |
|
|
2023
Q4 | $29.3M | Sell |
656,911
-6,925
| -1% | -$271K | 19.62% | 1 |
|
|
2023
Q3 | $25.7M | Sell |
663,836
-3,761
| -0.6% | -$150K | 18.82% | 1 |
|
|
2023
Q2 | $26.1M | Sell |
667,597
-1,546
| -0.2% | -$63.9K | 17.78% | 2 |
|
|
2023
Q1 | $29.8M | Sell |
669,143
-41,207
| -6% | -$2.11M | 21.24% | 1 |
|
|
2022
Q4 | $34.8M | Sell |
710,350
-118,005
| -14% | -$5.86M | 22.54% | 1 |
|
|
2022
Q3 | $36.5M | Sell |
828,355
-9,884
| -1% | -$449K | 25.51% | 1 |
|
|
2022
Q2 | $34.8M | Sell |
838,239
-16,960
| -2% | -$755K | 24.72% | 1 |
|
|
2022
Q1 | $40.5M | Sell |
855,199
-25,090
| -3% | -$1.23M | 23.49% | 1 |
|
|
2021
Q4 | $41.5M | Buy |
880,289
+74,696
| +9% | +$3.56M | 21.75% | 2 |
|
|
2021
Q3 | $36.5M | Buy |
805,593
+34,840
| +5% | +$1.56M | 21.63% | 2 |
|
|
2021
Q2 | $35.8M | Sell |
770,753
-70,909
| -8% | -$3.47M | 19.32% | 2 |
|
|
2021
Q1 | $41.6M | Sell |
841,662
-46,473
| -5% | -$1.96M | 25.41% | 2 |
|
|
2020
Q4 | $31M | Buy |
+888,135
| New | +$29.1M | 20.4% | 2 |
|
Other funds holding EFSC
VCM
NAMI
