LPL Financial’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 | $711K | Buy |
17,928
+10
| +0.1% | +$396 | ﹤0.01% | 4019 |
|
2025
Q1 | $698K | Buy |
17,918
+1,366
| +8% | +$53.2K | ﹤0.01% | 3810 |
|
2024
Q4 | $654K | Buy |
16,552
+1
| +0% | +$40 | ﹤0.01% | 3811 |
|
2024
Q3 | $529K | Buy |
16,551
+284
| +2% | +$9.08K | ﹤0.01% | 3888 |
|
2024
Q2 | $405K | Buy |
16,267
+2
| +0% | +$50 | ﹤0.01% | 3966 |
|
2024
Q1 | $422K | Buy |
16,265
+1
| +0% | +$26 | ﹤0.01% | 3862 |
|
2023
Q4 | $525K | Buy |
16,264
+4,002
| +33% | +$129K | ﹤0.01% | 3588 |
|
2023
Q3 | $336K | Buy |
12,262
+200
| +2% | +$5.48K | ﹤0.01% | 3779 |
|
2023
Q2 | $349K | Sell |
12,062
-2,805
| -19% | -$81.2K | ﹤0.01% | 3683 |
|
2023
Q1 | $468K | Buy |
+14,867
| New | +$468K | ﹤0.01% | 3378 |
|