Stifel Financial’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
$656K Buy
42,969
+3,469
+9% +$53K ﹤0.01% 2601
2025
Q1
$648K Hold
39,500
﹤0.01% 2514
2024
Q4
$681K Hold
39,500
﹤0.01% 2494
2024
Q3
$647K Sell
39,500
-5,217
-12% -$85.5K ﹤0.01% 2512
2024
Q2
$625K Buy
44,717
+5,217
+13% +$72.9K ﹤0.01% 2478
2024
Q1
$544K Sell
39,500
-15,610
-28% -$215K ﹤0.01% 2559
2023
Q4
$783K Sell
55,110
-890
-2% -$12.6K ﹤0.01% 2291
2023
Q3
$702K Buy
56,000
+16,373
+41% +$205K ﹤0.01% 2290
2023
Q2
$486K Sell
39,627
-1,043
-3% -$12.8K ﹤0.01% 2533
2023
Q1
$513K Sell
40,670
-106,459
-72% -$1.34M ﹤0.01% 2501
2022
Q4
$2.54M Sell
147,129
-49,162
-25% -$848K ﹤0.01% 1350
2022
Q3
$3.86M Sell
196,291
-88,296
-31% -$1.73M 0.01% 1062
2022
Q2
$5.25M Buy
284,587
+4,658
+2% +$86K 0.01% 957
2022
Q1
$6.03M Buy
279,929
+989
+0.4% +$21.3K 0.01% 963
2021
Q4
$5.63M Sell
278,940
-65
-0% -$1.31K 0.01% 1008
2021
Q3
$5.66M Buy
279,005
+49,837
+22% +$1.01M 0.01% 950
2021
Q2
$4.71M Sell
229,168
-211
-0.1% -$4.34K 0.01% 1053
2021
Q1
$4.42M Buy
229,379
+2,379
+1% +$45.9K 0.01% 1028
2020
Q4
$3.7M Buy
+227,000
New +$3.7M 0.01% 1021