Steward Partners Investment Advisory’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
Q3 | $1.28M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $672K | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $197K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $40K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $41K | Buy |
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