Charles Schwab’s Eastern Bankshares EBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.8M Sell
2025
Q1
$32M Sell
2024
Q4
$34.9M Buy
2024
Q3
$32.8M Buy
2024
Q2
$23.4M Buy
2024
Q1
$22.3M Buy
2023
Q4
$22M Buy
2023
Q3
$18.6M Buy
2023
Q2
$17.4M Buy
2023
Q1
$17.1M Buy
2022
Q4
$23M Buy
2022
Q3
$25M Buy
2022
Q2
$22.9M Sell
2022
Q1
$27.3M Buy
2021
Q4
$24.4M Buy
2021
Q3
$24.1M Sell
2021
Q2
$25.8M Buy
2021
Q1
$23.7M Buy
2020
Q4
$19.4M Buy