Allworth Financial’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
24,731
+6,229
| +34% | +$1.21M | 0.02% | 312 |
|
|
2025
Q1 | $3.13M | Sell |
18,502
-163
| -0.9% | -$27.6K | 0.02% | 329 |
|
|
2024
Q4 | $3.65M | Buy |
18,665
+17,405
| +1,381% | +$3.4M | 0.02% | 298 |
|
|
2024
Q3 | $224K | Buy |
1,260
+86
| +7% | +$15.3K | ﹤0.01% | 782 |
|
|
2024
Q2 | $194K | Buy |
1,174
+73
| +7% | +$12.1K | ﹤0.01% | 825 |
|
|
2024
Q1 | $160K | Buy |
1,101
+46
| +4% | +$6.69K | ﹤0.01% | 856 |
|
|
2023
Q4 | $145K | Buy |
1,055
+37
| +4% | +$5.07K | ﹤0.01% | 818 |
|
|
2023
Q3 | $129K | Sell |
1,018
-41
| -4% | -$5.18K | ﹤0.01% | 795 |
|
|
2023
Q2 | $131K | Sell |
1,059
-5
| -0.5% | -$619 | ﹤0.01% | 803 |
|
|
2023
Q1 | $127K | Sell |
1,064
-50
| -4% | -$5.98K | ﹤0.01% | 779 |
|
|
2022
Q4 | $162K | Sell |
1,114
-18
| -2% | -$2.61K | ﹤0.01% | 680 |
|
|
2022
Q3 | $200K | Buy |
1,132
+129
| +13% | +$22.8K | ﹤0.01% | 594 |
|
|
2022
Q2 | $160K | Buy |
1,003
+127
| +14% | +$20.3K | ﹤0.01% | 605 |
|
|
2022
Q1 | $149K | Buy |
876
+9
| +1% | +$1.53K | ﹤0.01% | 617 |
|
|
2021
Q4 | $133K | Buy |
867
+153
| +21% | +$23.5K | ﹤0.01% | 622 |
|
|
2021
Q3 | $107K | Buy |
714
+630
| +750% | +$94.4K | ﹤0.01% | 599 |
|
|
2021
Q2 | $12K | Hold |
84
| – | – | ﹤0.01% | 994 |
|
|
2021
Q1 | $13K | Hold |
84
| – | – | ﹤0.01% | 908 |
|
|
2020
Q4 | $11K | Hold |
84
| – | – | ﹤0.01% | 818 |
|
|
2020
Q3 | $8K | Sell |
84
-48
| -36% | -$4.57K | ﹤0.01% | 763 |
|
|
2020
Q2 | $14K | Hold |
132
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $14K | Hold |
132
| – | – | ﹤0.01% | 628 |
|
|
2019
Q4 | $22K | Buy |
132
+48
| +57% | +$8K | ﹤0.01% | 507 |
|
|
2019
Q3 | $13K | Hold |
84
| – | – | ﹤0.01% | 527 |
|
|
2019
Q2 | $14K | Hold |
84
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $13K | Hold |
84
| – | – | ﹤0.01% | 532 |
|
|
2018
Q4 | $12K | Hold |
84
| – | – | ﹤0.01% | 488 |
|
|
2018
Q3 | $14K | Buy |
+84
| New | +$14K | ﹤0.01% | 498 |
|
|
2015
Q4 | – | Sell |
-499
| Closed | -$61K | – | 644 |
|
|
2015
Q3 | $61K | Buy |
+499
| New | +$61K | 0.02% | 188 |
|