JFS 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 | $764 | Sell |
50
-71
| -59% | -$1.09K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $1.99K | Buy |
121
+37
| +44% | +$607 | ﹤0.01% | 1467 |
|
|
2024
Q4 | $1.45K | Buy |
84
+19
| +29% | +$328 | ﹤0.01% | 1592 |
|
|
2024
Q3 | $1.07K | Buy |
65
+29
| +81% | +$476 | ﹤0.01% | 1682 |
|
|
2024
Q2 | $504 | Hold |
36
| – | – | ﹤0.01% | 1802 |
|
|
2024
Q1 | $497 | Hold |
36
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q4 | $512 | Sell |
36
-21
| -37% | -$299 | ﹤0.01% | 1801 |
|
|
2023
Q3 | $715 | Buy |
57
+15
| +36% | +$188 | ﹤0.01% | 1669 |
|
|
2023
Q2 | $516 | Buy |
42
+30
| +250% | +$369 | ﹤0.01% | 1750 |
|
|
2023
Q1 | $152 | Sell |
12
-26
| -68% | -$329 | ﹤0.01% | 1856 |
|
|
2022
Q4 | $656 | Sell |
38
-4
| -10% | -$69 | ﹤0.01% | 1687 |
|
|
2022
Q3 | $1K | Buy |
42
+19
| +83% | +$452 | ﹤0.01% | 1532 |
|
|
2022
Q2 | $0 | Buy |
23
+8
| +53% | – | ﹤0.01% | 1800 |
|
|
2022
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1859 |
|