SVB Wealth’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 | – | Sell |
-3
| Closed | -$49 | – | 834 |
|
|
2025
Q1 | $49 | Buy |
+3
| New | +$49 | ﹤0.01% | 1509 |
|
|
2023
Q3 | – | Sell |
-24,059
| Closed | -$295K | – | 886 |
|
|
2023
Q2 | $295K | Buy |
24,059
+26
| +0.1% | +$319 | 0.01% | 687 |
|
|
2023
Q1 | $303K | Sell |
24,033
-4,567
| -16% | -$57.6K | ﹤0.01% | 717 |
|
|
2022
Q4 | $493K | Hold |
28,600
| – | – | 0.01% | 563 |
|
|
2022
Q3 | $562K | Hold |
28,600
| – | – | 0.01% | 498 |
|
|
2022
Q2 | $528K | Buy |
28,600
+4,600
| +19% | +$84.9K | 0.01% | 433 |
|
|
2022
Q1 | $517K | Buy |
24,000
+4,000
| +20% | +$86.2K | 0.01% | 448 |
|
|
2021
Q4 | $403K | Hold |
20,000
| – | – | 0.01% | 497 |
|
|
2021
Q3 | $406K | Hold |
20,000
| – | – | 0.01% | 670 |
|
|
2021
Q2 | $411K | Buy |
20,000
+5,000
| +33% | +$103K | 0.01% | 639 |
|
|
2021
Q1 | $289K | Buy |
+15,000
| New | +$289K | ﹤0.01% | 702 |
|