Sequoia Financial Advisors’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 | $236K | Buy |
15,448
+352
| +2% | +$5.38K | ﹤0.01% | 1383 |
|
|
2025
Q1 | $248K | Hold |
15,096
| – | – | ﹤0.01% | 1153 |
|
|
2024
Q4 | $260K | Hold |
15,096
| – | – | ﹤0.01% | 1072 |
|
|
2024
Q3 | $247K | Buy |
15,096
+59
| +0.4% | +$967 | ﹤0.01% | 1062 |
|
|
2024
Q2 | $210K | Buy |
15,037
+37
| +0.2% | +$517 | ﹤0.01% | 1079 |
|
|
2024
Q1 | $207K | Hold |
15,000
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q4 | $213K | Sell |
15,000
-242
| -2% | -$3.44K | ﹤0.01% | 1083 |
|
|
2023
Q3 | $191K | Buy |
15,242
+242
| +2% | +$3.04K | ﹤0.01% | 867 |
|
|
2023
Q2 | $184K | Buy |
+15,000
| New | +$184K | ﹤0.01% | 869 |
|