Allworth Financial’s Eastern Bankshares EBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Sell |
1,605
-135
| -8% | -$2.06K | ﹤0.01% | 2391 |
|
|
2025
Q1 | $27.5K | Buy |
1,740
+221
| +15% | +$3.49K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $26.6K | Hold |
1,519
| – | – | ﹤0.01% | 1917 |
|
|
2024
Q3 | $24.9K | Hold |
1,519
| – | – | ﹤0.01% | 1770 |
|
|
2024
Q2 | $24.7K | Buy |
1,519
+148
| +11% | +$2.4K | ﹤0.01% | 1749 |
|
|
2024
Q1 | $18.9K | Sell |
1,371
-12
| -0.9% | -$165 | ﹤0.01% | 1803 |
|
|
2023
Q4 | $19.6K | Sell |
1,383
-100
| -7% | -$1.42K | ﹤0.01% | 1659 |
|
|
2023
Q3 | $18.6K | Buy |
1,483
+101
| +7% | +$1.27K | ﹤0.01% | 1568 |
|
|
2023
Q2 | $17K | Sell |
1,382
-13
| -0.9% | -$160 | ﹤0.01% | 1640 |
|
|
2023
Q1 | $17.6K | Buy |
+1,395
| New | +$17.6K | ﹤0.01% | 1535 |
|
|
2022
Q4 | – | Sell |
-917
| Closed | -$18K | – | 3055 |
|
|
2022
Q3 | $18K | Buy |
917
+6
| +0.7% | +$118 | ﹤0.01% | 1337 |
|
|
2022
Q2 | $17K | Buy |
+911
| New | +$17K | ﹤0.01% | 1299 |
|