Caldwell Sutter Capital’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 | $166K | Hold |
10,900
| – | – | 0.08% | 228 |
|
|
2025
Q1 | $179K | Hold |
10,900
| – | – | 0.09% | 213 |
|
|
2024
Q4 | $188K | Sell |
10,900
-2,000
| -16% | -$34.5K | 0.09% | 209 |
|
|
2024
Q3 | $211K | Sell |
12,900
-600
| -4% | -$9.83K | 0.1% | 201 |
|
|
2024
Q2 | $189K | Hold |
13,500
| – | – | 0.09% | 205 |
|
|
2024
Q1 | $186K | Hold |
13,500
| – | – | 0.09% | 211 |
|
|
2023
Q4 | $192K | Hold |
13,500
| – | – | 0.1% | 196 |
|
|
2023
Q3 | $169K | Hold |
13,500
| – | – | 0.09% | 197 |
|
|
2023
Q2 | $166K | Hold |
13,500
| – | – | 0.09% | 199 |
|
|
2023
Q1 | $170K | Hold |
13,500
| – | – | 0.12% | 146 |
|
|
2022
Q4 | $233K | Buy |
+13,500
| New | +$233K | 0.21% | 94 |
|