Verdence Capital 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 | $466K | Buy |
30,532
+840
| +3% | +$12.8K | 0.03% | 444 |
|
2025
Q1 | $487K | Buy |
29,692
+9,155
| +45% | +$150K | 0.04% | 395 |
|
2024
Q4 | $354K | Buy |
20,537
+51
| +0.2% | +$880 | 0.03% | 451 |
|
2024
Q3 | $336K | Buy |
20,486
+1,075
| +6% | +$17.6K | 0.03% | 487 |
|
2024
Q2 | $271K | Buy |
19,411
+379
| +2% | +$5.3K | 0.02% | 501 |
|
2024
Q1 | $262K | Sell |
19,032
-284
| -1% | -$3.91K | 0.02% | 516 |
|
2023
Q4 | $274K | Sell |
19,316
-92
| -0.5% | -$1.31K | 0.03% | 487 |
|
2023
Q3 | $243K | Buy |
19,408
+4,792
| +33% | +$60.1K | 0.03% | 494 |
|
2023
Q2 | $179K | Sell |
14,616
-790
| -5% | -$9.69K | 0.02% | 515 |
|
2023
Q1 | $194K | Buy |
15,406
+2,437
| +19% | +$30.8K | 0.02% | 518 |
|
2022
Q4 | $224K | Sell |
12,969
-3,729
| -22% | -$64.3K | 0.03% | 450 |
|
2022
Q3 | $328K | Buy |
16,698
+361
| +2% | +$7.09K | 0.05% | 352 |
|
2022
Q2 | $302K | Sell |
16,337
-497
| -3% | -$9.19K | 0.04% | 378 |
|
2022
Q1 | $363K | Buy |
16,834
+1,045
| +7% | +$22.5K | 0.04% | 368 |
|
2021
Q4 | $318K | Buy |
+15,789
| New | +$318K | 0.04% | 403 |
|