Beaumont Financial Advisors’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 | $1.45M | Buy |
94,779
+521
| +0.6% | +$7.96K | 0.1% | 115 |
|
|
2025
Q1 | $1.55M | Sell |
94,258
-5,553
| -6% | -$91.1K | 0.12% | 113 |
|
|
2024
Q4 | $1.72M | Sell |
99,811
-12,069
| -11% | -$208K | 0.13% | 106 |
|
|
2024
Q3 | $1.83M | Buy |
111,880
+486
| +0.4% | +$7.97K | 0.14% | 94 |
|
|
2024
Q2 | $1.56M | Buy |
111,394
+593
| +0.5% | +$8.29K | 0.12% | 106 |
|
|
2024
Q1 | $1.53M | Sell |
110,801
-10,595
| -9% | -$146K | 0.13% | 104 |
|
|
2023
Q4 | $1.72M | Buy |
121,396
+681
| +0.6% | +$9.67K | 0.16% | 88 |
|
|
2023
Q3 | $1.51M | Buy |
120,715
+611
| +0.5% | +$7.66K | 0.15% | 96 |
|
|
2023
Q2 | $1.47M | Buy |
120,104
+611
| +0.5% | +$7.5K | 0.14% | 107 |
|
|
2023
Q1 | $1.51M | Sell |
119,493
-24,118
| -17% | -$304K | 0.15% | 96 |
|
|
2022
Q4 | $2.48M | Buy |
143,611
+559
| +0.4% | +$9.64K | 0.25% | 53 |
|
|
2022
Q3 | $2.81M | Buy |
143,052
+512
| +0.4% | +$10.1K | 0.27% | 52 |
|
|
2022
Q2 | $2.63M | Buy |
142,540
+545
| +0.4% | +$10.1K | 0.24% | 63 |
|
|
2022
Q1 | $3.06M | Buy |
141,995
+465
| +0.3% | +$10K | 0.23% | 82 |
|
|
2021
Q4 | $2.86M | Buy |
141,530
+394
| +0.3% | +$7.95K | 0.21% | 75 |
|
|
2021
Q3 | $2.87M | Buy |
141,136
+436
| +0.3% | +$8.85K | 0.22% | 75 |
|
|
2021
Q2 | $2.89M | Buy |
140,700
+376
| +0.3% | +$7.73K | 0.22% | 75 |
|
|
2021
Q1 | $2.71M | Sell |
140,324
-19,676
| -12% | -$380K | 0.23% | 80 |
|
|
2020
Q4 | $2.61M | Buy |
+160,000
| New | +$2.61M | 0.23% | 83 |
|