B. Riley Wealth Advisors’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 | $572K | Buy |
+2,948
| New | +$572K | 0.03% | 476 |
|
|
2024
Q4 | $544K | Sell |
2,891
-106
| -4% | -$19.9K | 0.02% | 668 |
|
|
2024
Q3 | $530K | Sell |
2,997
-531
| -15% | -$93.9K | 0.01% | 723 |
|
|
2024
Q2 | $534K | Sell |
3,528
-2,257
| -39% | -$342K | 0.01% | 786 |
|
|
2024
Q1 | $731K | Buy |
5,785
+915
| +19% | +$116K | 0.02% | 626 |
|
|
2023
Q4 | $668K | Sell |
4,870
-915
| -16% | -$125K | 0.02% | 680 |
|
|
2023
Q3 | $731K | Buy |
5,785
+548
| +10% | +$69.3K | 0.02% | 626 |
|
|
2023
Q2 | $648K | Sell |
5,237
-387
| -7% | -$47.9K | 0.01% | 745 |
|
|
2023
Q1 | $672K | Buy |
5,624
+560
| +11% | +$67K | 0.02% | 696 |
|
|
2022
Q4 | $735K | Sell |
5,064
-233
| -4% | -$33.8K | 0.02% | 647 |
|
|
2022
Q3 | $935K | Buy |
5,297
+932
| +21% | +$165K | 0.03% | 524 |
|
|
2022
Q2 | $697K | Buy |
4,365
+1,195
| +38% | +$191K | 0.03% | 528 |
|
|
2022
Q1 | $538K | Buy |
3,170
+1,414
| +81% | +$240K | 0.02% | 712 |
|
|
2021
Q4 | $270K | Buy |
1,756
+25
| +1% | +$3.84K | 0.01% | 1127 |
|
|
2021
Q3 | $259K | Buy |
1,731
+4
| +0.2% | +$598 | 0.01% | 1116 |
|
|
2021
Q2 | $251K | Sell |
1,727
-465
| -21% | -$67.6K | 0.01% | 1119 |
|
|
2021
Q1 | $333K | Buy |
2,192
+74
| +3% | +$11.2K | 0.01% | 944 |
|
|
2020
Q4 | $270K | Buy |
+2,118
| New | +$270K | 0.01% | 818 |
|
|
2020
Q3 | – | Sell |
-2,706
| Closed | -$283K | – | 967 |
|
|
2020
Q2 | $283K | Buy |
2,706
+453
| +20% | +$47.4K | 0.02% | 649 |
|
|
2020
Q1 | $234K | Buy |
2,253
+96
| +4% | +$9.97K | 0.02% | 614 |
|
|
2019
Q4 | $367K | Sell |
2,157
-1,442
| -40% | -$245K | 0.03% | 525 |
|
|
2019
Q3 | $569K | Buy |
3,599
+373
| +12% | +$59K | 0.06% | 365 |
|
|
2019
Q2 | $549K | Buy |
3,226
+723
| +29% | +$123K | 0.06% | 346 |
|
|
2019
Q1 | $394K | Buy |
2,503
+450
| +22% | +$70.8K | 0.05% | 403 |
|
|
2018
Q4 | $295K | Buy |
2,053
+184
| +10% | +$26.4K | 0.04% | 438 |
|
|
2018
Q3 | $309K | Buy |
+1,869
| New | +$309K | 0.04% | 491 |
|
|
2015
Q1 | – | Sell |
-139
| Closed | -$17 | – | 1433 |
|
|
2014
Q4 | $17 | Buy |
+139
| New | +$17 | ﹤0.01% | 2632 |
|
|
2014
Q3 | – | Sell |
-162
| Closed | -$20.1K | – | 1413 |
|
|
2014
Q2 | $20.1K | Buy |
+162
| New | +$20.1K | ﹤0.01% | 1472 |
|