Sequoia Financial Advisors’s Eastern Bankshares EBC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
2025
Q1
$248K Hold
2024
Q4
$260K Hold
2024
Q3
$247K Buy
2024
Q2
$210K Buy
2024
Q1
$207K Hold
2023
Q4
$213K Sell
2023
Q3
$191K Buy
2023
Q2
$184K Buy