Creative Planning’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 | $3.35M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $2.92M | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $767K | Sell |
|
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.45M | Hold |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $426K | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $381K | Buy |
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