CAPTRUST 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 | $320K | Sell |
20,970
-437
| -2% | -$6.67K | ﹤0.01% | 2010 |
|
|
2025
Q1 | $351K | Buy |
21,407
+2,997
| +16% | +$49.2K | ﹤0.01% | 1856 |
|
|
2024
Q4 | $318K | Sell |
18,410
-213
| -1% | -$3.67K | ﹤0.01% | 1877 |
|
|
2024
Q3 | $305K | Buy |
+18,623
| New | +$305K | ﹤0.01% | 1871 |
|
|
2023
Q3 | – | Sell |
-27,263
| Closed | -$335K | – | 2593 |
|
|
2023
Q2 | $335K | Buy |
27,263
+17,037
| +167% | +$209K | ﹤0.01% | 1889 |
|
|
2023
Q1 | $129K | Buy |
+10,226
| New | +$129K | ﹤0.01% | 2127 |
|
|
2022
Q4 | – | Sell |
-38,900
| Closed | -$764K | – | 2097 |
|
|
2022
Q3 | $764K | Buy |
38,900
+2
| +0% | +$39 | ﹤0.01% | 1056 |
|
|
2022
Q2 | $718K | Buy |
38,898
+415
| +1% | +$7.66K | ﹤0.01% | 989 |
|
|
2022
Q1 | $829K | Sell |
38,483
-970
| -2% | -$20.9K | 0.01% | 925 |
|
|
2021
Q4 | $796K | Buy |
39,453
+258
| +0.7% | +$5.21K | 0.01% | 907 |
|
|
2021
Q3 | $796K | Buy |
39,195
+13,445
| +52% | +$273K | 0.01% | 841 |
|
|
2021
Q2 | $530K | Buy |
25,750
+10,195
| +66% | +$210K | ﹤0.01% | 958 |
|
|
2021
Q1 | $300K | Buy |
+15,555
| New | +$300K | ﹤0.01% | 1231 |
|