Cetera Investment Advisers’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 | $189K | Buy |
12,380
+2,058
| +20% | +$31.4K | ﹤0.01% | 3739 |
|
|
2025
Q1 | $169K | Buy |
+10,322
| New | +$169K | ﹤0.01% | 3655 |
|
|
2024
Q3 | – | Sell |
-10,629
| Closed | -$149K | – | 3743 |
|
|
2024
Q2 | $149K | Sell |
10,629
-3,480
| -25% | -$48.7K | ﹤0.01% | 3442 |
|
|
2024
Q1 | $194K | Buy |
14,109
+3,875
| +38% | +$53.4K | ﹤0.01% | 3365 |
|
|
2023
Q4 | $145K | Buy |
10,234
+20
| +0.2% | +$284 | ﹤0.01% | 2100 |
|
|
2023
Q3 | $128K | Sell |
10,214
-489
| -5% | -$6.13K | ﹤0.01% | 2056 |
|
|
2023
Q2 | $131K | Hold |
10,703
| – | – | ﹤0.01% | 2060 |
|
|
2023
Q1 | $135K | Sell |
10,703
-17
| -0.2% | -$215 | ﹤0.01% | 2021 |
|
|
2022
Q4 | $185K | Sell |
10,720
-280
| -3% | -$4.83K | ﹤0.01% | 1918 |
|
|
2022
Q3 | $216K | Sell |
11,000
-2,000
| -15% | -$39.3K | ﹤0.01% | 1458 |
|
|
2022
Q2 | $240K | Sell |
13,000
-1,900
| -13% | -$35.1K | ﹤0.01% | 1561 |
|
|
2022
Q1 | $321K | Hold |
14,900
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q4 | $301K | Sell |
14,900
-2,300
| -13% | -$46.5K | ﹤0.01% | 1491 |
|
|
2021
Q3 | $349K | Hold |
17,200
| – | – | 0.01% | 1340 |
|
|
2021
Q2 | $354K | Hold |
17,200
| – | – | 0.01% | 1309 |
|
|
2021
Q1 | $332K | Buy |
17,200
+1,700
| +11% | +$32.8K | 0.01% | 1202 |
|
|
2020
Q4 | $253K | Buy |
+15,500
| New | +$253K | 0.01% | 1336 |
|