SWM
SeaCrest Wealth Management’s Eastern Bankshares EBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
53,774
-12,500
| -19% | -$191K | 0.09% | 208 |
|
|
2025
Q1 | $1.09M | Sell |
66,274
-2,500
| -4% | -$41K | 0.12% | 162 |
|
|
2024
Q4 | $1.19M | Sell |
68,774
-1,500
| -2% | -$25.9K | 0.12% | 154 |
|
|
2024
Q3 | $1.15M | Buy |
70,274
+6,274
| +10% | +$103K | 0.12% | 159 |
|
|
2024
Q2 | $895K | Hold |
64,000
| – | – | 0.1% | 192 |
|
|
2024
Q1 | $882K | Hold |
64,000
| – | – | 0.11% | 197 |
|
|
2023
Q4 | $900K | Hold |
64,000
| – | – | 0.11% | 187 |
|
|
2023
Q3 | $803K | Sell |
64,000
-1,000
| -2% | -$12.5K | 0.1% | 212 |
|
|
2023
Q2 | $798K | Sell |
65,000
-1,000
| -2% | -$12.3K | 0.1% | 216 |
|
|
2023
Q1 | $833K | Sell |
66,000
-46,011
| -41% | -$581K | 0.11% | 202 |
|
|
2022
Q4 | $1.93M | Hold |
112,011
| – | – | 0.28% | 73 |
|
|
2022
Q3 | $2.2M | Sell |
112,011
-4,200
| -4% | -$82.5K | 0.33% | 53 |
|
|
2022
Q2 | $2.15M | Hold |
116,211
| – | – | 0.27% | 63 |
|
|
2022
Q1 | $2.5M | Hold |
116,211
| – | – | 0.29% | 59 |
|
|
2021
Q4 | $2.34M | Sell |
116,211
-1,989
| -2% | -$40.1K | 0.26% | 70 |
|
|
2021
Q3 | $2.4M | Hold |
118,200
| – | – | 0.29% | 69 |
|
|
2021
Q2 | $2.43M | Sell |
118,200
-1,800
| -2% | -$37K | 0.29% | 66 |
|
|
2021
Q1 | $2.32M | Hold |
120,000
| – | – | 0.31% | 68 |
|
|
2020
Q4 | $1.96M | Buy |
+120,000
| New | +$1.96M | 0.28% | 76 |
|