Beacon Financial 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 | $235K | Sell |
1,210
-30
| -2% | -$5.82K | 0.02% | 312 |
|
|
2025
Q1 | $222K | Sell |
1,240
-334
| -21% | -$59.7K | 0.02% | 316 |
|
|
2024
Q4 | $296K | Hold |
1,574
| – | – | 0.03% | 284 |
|
|
2024
Q3 | $280K | Sell |
1,574
-174
| -10% | -$31K | 0.03% | 286 |
|
|
2024
Q2 | $265K | Buy |
1,748
+44
| +3% | +$6.66K | 0.03% | 286 |
|
|
2024
Q1 | $248K | Sell |
1,704
-278
| -14% | -$40.4K | 0.03% | 297 |
|
|
2023
Q4 | $272K | Sell |
1,982
-13
| -0.7% | -$1.78K | 0.03% | 274 |
|
|
2023
Q3 | $249K | Sell |
1,995
-113
| -5% | -$14.1K | 0.04% | 227 |
|
|
2023
Q2 | $262K | Sell |
2,108
-408
| -16% | -$50.7K | 0.04% | 217 |
|
|
2023
Q1 | $296K | Sell |
2,516
-1,121
| -31% | -$132K | 0.04% | 201 |
|
|
2022
Q4 | $528K | Sell |
3,637
-86
| -2% | -$12.5K | 0.07% | 177 |
|
|
2022
Q3 | $651K | Hold |
3,723
| – | – | 0.1% | 160 |
|
|
2022
Q2 | $621K | Buy |
3,723
+27
| +0.7% | +$4.5K | 0.09% | 171 |
|
|
2022
Q1 | $637K | Buy |
+3,696
| New | +$637K | 0.08% | 175 |
|
|
2021
Q4 | – | Sell |
-3,442
| Closed | -$527K | – | 231 |
|
|
2021
Q3 | $527K | Buy |
3,442
+282
| +9% | +$43.2K | 0.07% | 185 |
|
|
2021
Q2 | $427K | Buy |
+3,160
| New | +$427K | 0.06% | 191 |
|