Compass Planning Associates’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	$11.5K	Hold	750	–	–	0.01%	90
2025 Q1	$12.3K	Hold	750	–	–	0.01%	92
2024 Q4	$12.9K	Buy	+750	New	+$12.9K	0.01%	94