EP Wealth Advisors’s Banco Santander SAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$199K Buy
23,946
+12,557
+110% +$104K ﹤0.01% 1263
2025
Q1
$76.3K Sell
11,389
-727
-6% -$4.87K ﹤0.01% 1263
2024
Q4
$55.3K Buy
+12,116
New +$55.3K ﹤0.01% 1223