HighTower Advisors’s Enterprise Bancorp EBTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
15,696
+1,913
| +14% | +$75.8K | ﹤0.01% | 2336 |
|
|
2025
Q1 | $537K | Hold |
13,783
| – | – | ﹤0.01% | 2383 |
|
|
2024
Q4 | $545K | Sell |
13,783
-26
| -0.2% | -$1.03K | ﹤0.01% | 2393 |
|
|
2024
Q3 | $441K | Buy |
13,809
+26
| +0.2% | +$830 | ﹤0.01% | 2488 |
|
|
2024
Q2 | $343K | Sell |
13,783
-6,507
| -32% | -$162K | ﹤0.01% | 2597 |
|
|
2024
Q1 | $527K | Hold |
20,290
| – | – | ﹤0.01% | 2237 |
|
|
2023
Q4 | $655K | Sell |
20,290
-36,541
| -64% | -$1.18M | ﹤0.01% | 2119 |
|
|
2023
Q3 | $1.56M | Buy |
56,831
+1,000
| +2% | +$27.4K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $1.62M | Hold |
55,831
| – | – | ﹤0.01% | 1481 |
|
|
2023
Q1 | $1.76M | Buy |
+55,831
| New | +$1.76M | ﹤0.01% | 1357 |
|