LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Eastern Bankshares EBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1K | Sell |
2,300
-396
| -15% | -$6.05K | ﹤0.01% | 413 |
|
|
2025
Q1 | $41.7K | Sell |
2,696
-145
| -5% | -$2.25K | ﹤0.01% | 391 |
|
|
2024
Q4 | $52.1K | Sell |
2,841
-1,492
| -34% | -$27.3K | ﹤0.01% | 385 |
|
|
2024
Q3 | $72.4K | Buy |
4,333
+3,988
| +1,156% | +$66.7K | ﹤0.01% | 366 |
|
|
2024
Q2 | $5.57K | Hold |
345
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $4.47K | Buy |
345
+145
| +73% | +$1.88K | ﹤0.01% | 531 |
|
|
2023
Q4 | $2.79K | Hold |
200
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $2.27K | Buy |
+200
| New | +$2.27K | ﹤0.01% | 583 |
|