Ascent Group’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
$285K Sell
1,471
-17,654
-92% -$3.42M 0.01% 587
2025
Q1
$3.42M Buy
19,125
+2,127
+13% +$380K 0.15% 151
2024
Q4
$3.2M Buy
16,998
+1,432
+9% +$269K 0.24% 104
2024
Q3
$2.77M Buy
15,566
+1,728
+12% +$308K 0.21% 122
2024
Q2
$2.09M Buy
13,838
+1,878
+16% +$284K 0.17% 165
2024
Q1
$1.74M Buy
11,960
+1,086
+10% +$158K 0.15% 202
2023
Q4
$1.49M Buy
10,874
+446
+4% +$61K 0.14% 203
2023
Q3
$1.22M Buy
10,428
+3,353
+47% +$393K 0.14% 206
2023
Q2
$987K Buy
7,075
+2,151
+44% +$300K 0.11% 236
2023
Q1
$589K Buy
4,924
+1,926
+64% +$230K 0.06% 290
2022
Q4
$435K Buy
2,998
+1,756
+141% +$255K 0.05% 317
2022
Q3
$209K Buy
+1,242
New +$209K 0.03% 444