O'Rourke & Company’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 | – | Sell |
-14,213
| Closed | -$233K | – | 160 |
|
|
2025
Q1 | $233K | Sell |
14,213
-5,345
| -27% | -$87.7K | 0.12% | 142 |
|
|
2024
Q4 | $337K | Hold |
19,558
| – | – | 0.17% | 118 |
|
|
2024
Q3 | $321K | Sell |
19,558
-5,945
| -23% | -$97.4K | 0.16% | 114 |
|
|
2024
Q2 | $357K | Sell |
25,503
-6,500
| -20% | -$91K | 0.2% | 96 |
|
|
2024
Q1 | $441K | Hold |
32,003
| – | – | 0.26% | 82 |
|
|
2023
Q4 | $454K | Sell |
32,003
-4,200
| -12% | -$59.6K | 0.29% | 71 |
|
|
2023
Q3 | $454K | Sell |
36,203
-506
| -1% | -$6.35K | 0.33% | 62 |
|
|
2023
Q2 | $450K | Buy |
36,709
+9
| +0% | +$110 | 0.32% | 68 |
|
|
2023
Q1 | $463K | Sell |
36,700
-3,389
| -8% | -$42.8K | 0.35% | 67 |
|
|
2022
Q4 | $692K | Buy |
40,089
+505
| +1% | +$8.72K | 0.55% | 48 |
|
|
2022
Q3 | $777K | Sell |
39,584
-1,100
| -3% | -$21.6K | 0.68% | 37 |
|
|
2022
Q2 | $751K | Hold |
40,684
| – | – | 0.64% | 42 |
|
|
2022
Q1 | $876K | Buy |
40,684
+170
| +0.4% | +$3.66K | 0.6% | 43 |
|
|
2021
Q4 | $817K | Buy |
+40,514
| New | +$817K | 0.54% | 44 |
|