Beacon Pointe Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $781K | Hold |
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|
2025
Q1 | $767K | Hold |
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|
2024
Q4 | $779K | Hold |
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|
2024
Q3 | $630K | Hold |
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|
2024
Q2 | $490K | Hold |
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|
2024
Q1 | $512K | Buy |
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|
2023
Q4 | $536K | Hold |
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|
2023
Q3 | $455K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $665K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $283K | Buy |
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