Congress Wealth Management’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 | $817K | Buy |
53,522
+101
| +0.2% | +$1.54K | 0.01% | 761 |
|
|
2025
Q1 | $876K | Sell |
53,421
-143,079
| -73% | -$2.35M | 0.01% | 666 |
|
|
2024
Q4 | $3.39M | Buy |
196,500
+146,500
| +293% | +$2.53M | 0.05% | 337 |
|
|
2024
Q3 | $820K | Hold |
50,000
| – | – | 0.01% | 550 |
|
|
2024
Q2 | $699K | Buy |
+50,000
| New | +$699K | 0.01% | 484 |
|
|
2024
Q1 | – | Sell |
-196,500
| Closed | -$2.79M | – | 595 |
|
|
2023
Q4 | $2.79M | Buy |
+196,500
| New | +$2.79M | 0.05% | 283 |
|
|
2023
Q3 | – | Sell |
-196,500
| Closed | -$2.41M | – | 606 |
|
|
2023
Q2 | $2.41M | Hold |
196,500
| – | – | 0.06% | 240 |
|
|
2023
Q1 | $2.48M | Hold |
196,500
| – | – | 0.06% | 247 |
|
|
2022
Q4 | $3.39M | Hold |
196,500
| – | – | 0.09% | 214 |
|
|
2022
Q3 | $3.86M | Hold |
196,500
| – | – | 0.1% | 202 |
|
|
2022
Q2 | $3.63M | Hold |
196,500
| – | – | 0.09% | 217 |
|
|
2022
Q1 | $4.23M | Hold |
196,500
| – | – | 0.09% | 224 |
|
|
2021
Q4 | $3.96M | Buy |
+196,500
| New | +$3.96M | 0.08% | 246 |
|