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
2026 Q1	$316K	Sell	16,157 -3,711	-19%	-$74K	﹤0.01%	1540
2025 Q4	$366K	Buy	19,868 +4,348	+28%	+$79.6K	﹤0.01%	1453
2025 Q3	$282K	Buy	15,520 +72	+0.5%	+$1.19K	﹤0.01%	1422
2025 Q2	$236K	Buy	15,448 +352	+2%	+$5.29K	﹤0.01%	1396
2025 Q1	$248K	Hold	15,096	–	–	﹤0.01%	1162
2024 Q4	$260K	Hold	15,096	–	–	﹤0.01%	1079
2024 Q3	$247K	Buy	15,096 +59	+0.4%	+$933	﹤0.01%	1065
2024 Q2	$210K	Buy	15,037 +37	+0.2%	+$492	﹤0.01%	1083
2024 Q1	$207K	Hold	15,000	–	–	﹤0.01%	1052
2023 Q4	$213K	Sell	15,000 -242	-2%	-$3.02K	﹤0.01%	1086
2023 Q3	$191K	Buy	15,242 +242	+2%	+$3.26K	﹤0.01%	870
2023 Q2	$184K	Buy	+15,000	New	+$178K	﹤0.01%	871