EverSource Wealth Advisors’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
$14.1K Buy
924
+536
+138% +$8.19K ﹤0.01% 2561
2025
Q1
$6.36K Buy
388
+262
+208% +$4.3K ﹤0.01% 2372
2024
Q4
$2.17K Sell
126
-31
-20% -$535 ﹤0.01% 2685
2024
Q3
$2.57K Buy
157
+30
+24% +$492 ﹤0.01% 2457
2024
Q2
$2.11K Sell
127
-30
-19% -$499 ﹤0.01% 2534
2024
Q1
$1.97K Buy
+157
New +$1.97K ﹤0.01% 2390
2023
Q2
Sell
-724
Closed -$9.14K 2522
2023
Q1
$9.14K Buy
+724
New +$9.14K ﹤0.01% 1407