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
2026 Q1	$1.17M	Sell	59,815 -9,861	-14%	-$197K	0.01%	1078
2025 Q4	$1.28M	Sell	69,676 -954	-1%	-$17.5K	0.01%	951
2025 Q3	$1.28M	Sell	70,630 -2,040	-3%	-$33.7K	0.01%	946
2025 Q2	$1.11M	Sell	72,670 -235	-0.3%	-$3.53K	0.01%	948
2025 Q1	$1.2M	Buy	72,905 +200	+0.3%	+$3.48K	0.01%	845
2024 Q4	$1.25M	Buy	72,705 +10,130	+16%	+$177K	0.01%	797
2024 Q3	$1.03M	Buy	62,575 +335	+0.5%	+$5.3K	0.01%	839
2024 Q2	$870K	Buy	62,240 +6,775	+12%	+$90K	0.01%	857
2024 Q1	$764K	Buy	55,465 +8,115	+17%	+$110K	0.01%	887
2023 Q4	$672K	Buy	47,350 +10,670	+29%	+$133K	0.01%	866
2023 Q3	$460K	Buy	36,680 +20,605	+128%	+$277K	0.01%	951
2023 Q2	$197K	Buy	+16,075	New	+$190K	﹤0.01%	1297
2022 Q2	–	Sell	-2,000	Closed	-$43K	–	3270
2022 Q1	$43K	Hold	2,000	–	–	﹤0.01%	1988
2021 Q4	$40K	Hold	2,000	–	–	﹤0.01%	2011
2021 Q3	$41K	Hold	2,000	–	–	﹤0.01%	1991
2021 Q2	$41K	Buy	+2,000	New	+$42.4K	﹤0.01%	3728