Roundview Capital’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 | $158K | Sell |
10,326
-3,071
| -23% | -$46.9K | 0.01% | 319 |
|
|
2025
Q1 | $220K | Hold |
13,397
| – | – | 0.02% | 303 |
|
|
2024
Q4 | $231K | Hold |
13,397
| – | – | 0.02% | 311 |
|
|
2024
Q3 | $220K | Hold |
13,397
| – | – | 0.02% | 324 |
|
|
2024
Q2 | $187K | Hold |
13,397
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $185K | Hold |
13,397
| – | – | 0.02% | 312 |
|
|
2023
Q4 | $190K | Hold |
13,397
| – | – | 0.02% | 301 |
|
|
2023
Q3 | $168K | Hold |
13,397
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $164K | Hold |
13,397
| – | – | 0.02% | 302 |
|
|
2023
Q1 | $169K | Hold |
13,397
| – | – | 0.02% | 311 |
|
|
2022
Q4 | $231K | Sell |
13,397
-2,147
| -14% | -$37K | 0.03% | 279 |
|
|
2022
Q3 | $305K | Hold |
15,544
| – | – | 0.04% | 244 |
|
|
2022
Q2 | $287K | Hold |
15,544
| – | – | 0.03% | 249 |
|
|
2022
Q1 | $335K | Hold |
15,544
| – | – | 0.03% | 249 |
|
|
2021
Q4 | $314K | Hold |
15,544
| – | – | 0.03% | 266 |
|
|
2021
Q3 | $316K | Hold |
15,544
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $320K | Hold |
15,544
| – | – | 0.04% | 253 |
|
|
2021
Q1 | $300K | Sell |
15,544
-1,741
| -10% | -$33.6K | 0.04% | 243 |
|
|
2020
Q4 | $282K | Buy |
+17,285
| New | +$282K | 0.04% | 229 |
|