Creative Planning’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 | $3.35M | Buy |
219,494
+13,978
| +7% | +$213K | ﹤0.01% | 970 |
|
|
2025
Q1 | $3.37M | Buy |
205,516
+36,209
| +21% | +$594K | ﹤0.01% | 880 |
|
|
2024
Q4 | $2.92M | Sell |
169,307
-1,822
| -1% | -$31.4K | ﹤0.01% | 912 |
|
|
2024
Q3 | $2.8M | Buy |
171,129
+36,743
| +27% | +$602K | ﹤0.01% | 897 |
|
|
2024
Q2 | $1.88M | Buy |
134,386
+8,857
| +7% | +$124K | ﹤0.01% | 1014 |
|
|
2024
Q1 | $1.73M | Buy |
125,529
+1,651
| +1% | +$22.8K | ﹤0.01% | 1027 |
|
|
2023
Q4 | $1.76M | Buy |
123,878
+8,551
| +7% | +$121K | ﹤0.01% | 958 |
|
|
2023
Q3 | $1.45M | Buy |
115,327
+6,145
| +6% | +$77.1K | ﹤0.01% | 995 |
|
|
2023
Q2 | $1.34M | Buy |
109,182
+48,367
| +80% | +$593K | ﹤0.01% | 985 |
|
|
2023
Q1 | $767K | Sell |
60,815
-7,858
| -11% | -$99.2K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $1.18M | Buy |
68,673
+77
| +0.1% | +$1.33K | ﹤0.01% | 956 |
|
|
2022
Q3 | $1.35M | Buy |
68,596
+304
| +0.4% | +$5.97K | ﹤0.01% | 832 |
|
|
2022
Q2 | $1.26M | Buy |
68,292
+847
| +1% | +$15.6K | ﹤0.01% | 870 |
|
|
2022
Q1 | $1.45M | Hold |
67,445
| – | – | ﹤0.01% | 829 |
|
|
2021
Q4 | $1.36M | Hold |
67,445
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $1.37M | Buy |
67,445
+46,744
| +226% | +$949K | ﹤0.01% | 809 |
|
|
2021
Q2 | $426K | Sell |
20,701
-42,644
| -67% | -$878K | ﹤0.01% | 1361 |
|
|
2021
Q1 | $1.22M | Buy |
63,345
+40,000
| +171% | +$772K | ﹤0.01% | 922 |
|
|
2020
Q4 | $381K | Buy |
+23,345
| New | +$381K | ﹤0.01% | 1443 |
|