Bleakley 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
Q1 | – | Sell |
-3,535
| Closed | -$665K | – | 809 |
|
2024
Q4 | $665K | Buy |
3,535
+134
| +4% | +$25.2K | 0.02% | 536 |
|
2024
Q3 | $606K | Buy |
3,401
+305
| +10% | +$54.3K | 0.02% | 541 |
|
2024
Q2 | $469K | Buy |
3,096
+116
| +4% | +$17.6K | 0.01% | 632 |
|
2024
Q1 | $433K | Buy |
2,980
+348
| +13% | +$50.6K | 0.01% | 657 |
|
2023
Q4 | $361K | Buy |
2,632
+7
| +0.3% | +$960 | 0.01% | 680 |
|
2023
Q3 | $332K | Sell |
2,625
-238
| -8% | -$30.1K | 0.01% | 658 |
|
2023
Q2 | $354K | Buy |
2,863
+601
| +27% | +$74.4K | 0.01% | 677 |
|
2023
Q1 | $270K | Sell |
2,262
-650
| -22% | -$77.7K | 0.01% | 736 |
|
2022
Q4 | $422K | Buy |
+2,912
| New | +$422K | 0.02% | 592 |
|