Finer 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 | $409K | Buy |
26,775
+130
| +0.5% | +$1.99K | 0.22% | 61 |
|
|
2025
Q1 | $437K | Buy |
26,645
+109
| +0.4% | +$1.79K | 0.26% | 58 |
|
|
2024
Q4 | $458K | Sell |
26,536
-1,653
| -6% | -$28.5K | 0.26% | 58 |
|
|
2024
Q3 | $462K | Buy |
28,189
+98
| +0.3% | +$1.61K | 0.29% | 59 |
|
|
2024
Q2 | $393K | Buy |
28,091
+120
| +0.4% | +$1.68K | 0.25% | 59 |
|
|
2024
Q1 | $385K | Sell |
27,971
-3,786
| -12% | -$52.2K | 0.25% | 61 |
|
|
2023
Q4 | $451K | Buy |
31,757
+194
| +0.6% | +$2.76K | 0.34% | 53 |
|
|
2023
Q3 | $396K | Buy |
31,563
+188
| +0.6% | +$2.36K | 0.32% | 57 |
|
|
2023
Q2 | $385K | Buy |
31,375
+195
| +0.6% | +$2.39K | 0.3% | 58 |
|
|
2023
Q1 | $393K | Buy |
31,180
+207
| +0.7% | +$2.61K | 0.33% | 59 |
|
|
2022
Q4 | $534K | Sell |
30,973
-158
| -0.5% | -$2.73K | 0.5% | 49 |
|
|
2022
Q3 | $611K | Buy |
31,131
+5,125
| +20% | +$101K | 0.6% | 40 |
|
|
2022
Q2 | $480K | Buy |
26,006
+138
| +0.5% | +$2.55K | 0.44% | 51 |
|
|
2022
Q1 | $557K | Buy |
25,868
+7,613
| +42% | +$164K | 0.45% | 48 |
|
|
2021
Q4 | $368K | Buy |
+18,255
| New | +$368K | 0.31% | 65 |
|