Caldwell Sutter Capital’s Eastern Bankshares EBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$161K	Hold	8,232	–	–	0.07%	238
2025 Q4	$152K	Sell	8,232 -2,668	-24%	-$48.8K	0.06%	245
2025 Q3	$198K	Hold	10,900	–	–	0.08%	210
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%	-$34.9K	0.09%	209
2024 Q3	$211K	Sell	12,900 -600	-4%	-$9.49K	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	+$258K	0.21%	94