Zurich Cantonal Bank’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 | $743K | Buy |
13,490
+2,621
| +24% | +$144K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $584K | Sell |
10,869
-374
| -3% | -$20.1K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $634K | Buy |
11,243
+2,329
| +26% | +$131K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $457K | Hold |
8,914
| – | – | ﹤0.01% | 1617 |
|
|
2024
Q2 | $365K | Buy |
8,914
+902
| +11% | +$36.9K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $325K | Hold |
8,012
| – | – | ﹤0.01% | 1763 |
|
|
2023
Q4 | $358K | Hold |
8,012
| – | – | ﹤0.01% | 1724 |
|
|
2023
Q3 | $300K | Buy |
8,012
+1,668
| +26% | +$62.6K | ﹤0.01% | 1702 |
|
|
2023
Q2 | $248K | Buy |
6,344
+821
| +15% | +$32.1K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $246K | Hold |
5,523
| – | – | ﹤0.01% | 1741 |
|
|
2022
Q4 | $270K | Buy |
5,523
+1,135
| +26% | +$55.6K | ﹤0.01% | 1638 |
|
|
2022
Q3 | $193K | Hold |
4,388
| – | – | ﹤0.01% | 1770 |
|
|
2022
Q2 | $182K | Hold |
4,388
| – | – | ﹤0.01% | 1852 |
|
|
2022
Q1 | $208K | Hold |
4,388
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q4 | $207K | Hold |
4,388
| – | – | ﹤0.01% | 2046 |
|
|
2021
Q3 | $199K | Hold |
4,388
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q2 | $204K | Sell |
4,388
-720
| -14% | -$33.5K | ﹤0.01% | 1789 |
|
|
2021
Q1 | $253K | Buy |
5,108
+1,415
| +38% | +$70.1K | ﹤0.01% | 1652 |
|
|
2020
Q4 | $129K | Buy |
3,693
+2,302
| +165% | +$80.4K | ﹤0.01% | 2095 |
|
|
2020
Q3 | $38K | Hold |
1,391
| – | – | ﹤0.01% | 2330 |
|
|
2020
Q2 | $43K | Hold |
1,391
| – | – | ﹤0.01% | 2254 |
|
|
2020
Q1 | $39K | Hold |
1,391
| – | – | ﹤0.01% | 2054 |
|
|
2019
Q4 | $67K | Hold |
1,391
| – | – | ﹤0.01% | 1975 |
|
|
2019
Q3 | $57K | Hold |
1,391
| – | – | ﹤0.01% | 1946 |
|
|
2019
Q2 | $58K | Hold |
1,391
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q1 | $57K | Hold |
1,391
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q4 | $52K | Hold |
1,391
| – | – | ﹤0.01% | 2005 |
|
|
2018
Q3 | $74K | Hold |
1,391
| – | – | ﹤0.01% | 1910 |
|
|
2018
Q2 | $75K | Hold |
1,391
| – | – | ﹤0.01% | 1845 |
|
|
2018
Q1 | $65K | Hold |
1,391
| – | – | ﹤0.01% | 1869 |
|
|
2017
Q4 | $63K | Buy |
1,391
+585
| +73% | +$26.5K | ﹤0.01% | 1873 |
|
|
2017
Q3 | $34K | Hold |
806
| – | – | ﹤0.01% | 2030 |
|
|
2017
Q2 | $33K | Hold |
806
| – | – | ﹤0.01% | 2013 |
|
|
2017
Q1 | $34K | Hold |
806
| – | – | ﹤0.01% | 2014 |
|
|
2016
Q4 | $35K | Hold |
806
| – | – | ﹤0.01% | 1939 |
|
|
2016
Q3 | $25K | Buy |
806
+199
| +33% | +$6.17K | ﹤0.01% | 2143 |
|
|
2016
Q2 | $17K | Hold |
607
| – | – | ﹤0.01% | 2177 |
|
|
2016
Q1 | $16K | Hold |
607
| – | – | ﹤0.01% | 2178 |
|
|
2015
Q4 | $17K | Buy |
+607
| New | +$17K | ﹤0.01% | 2177 |
|