Capital Advisors Ltd’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 | $14K | Hold |
70
| – | – | ﹤0.01% | 711 |
|
|
2025
Q1 | $13K | Hold |
70
| – | – | ﹤0.01% | 715 |
|
|
2024
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 725 |
|
|
2024
Q3 | $12K | Hold |
70
| – | – | ﹤0.01% | 735 |
|
|
2024
Q2 | $11K | Buy |
70
+1
| +1% | +$157 | ﹤0.01% | 735 |
|
|
2024
Q1 | $10K | Buy |
69
+5
| +8% | +$725 | ﹤0.01% | 719 |
|
|
2023
Q4 | $9K | Buy |
64
+12
| +23% | +$1.69K | ﹤0.01% | 714 |
|
|
2023
Q3 | $7K | Buy |
52
+8
| +18% | +$1.08K | ﹤0.01% | 741 |
|
|
2023
Q2 | $5K | Buy |
+44
| New | +$5K | ﹤0.01% | 844 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$1K | – | 1424 |
|
|
2022
Q4 | $1K | Sell |
4
-35
| -90% | -$8.75K | ﹤0.01% | 1038 |
|
|
2022
Q3 | $7K | Buy |
39
+27
| +225% | +$4.85K | ﹤0.01% | 583 |
|
|
2022
Q2 | $2K | Buy |
12
+8
| +200% | +$1.33K | ﹤0.01% | 679 |
|
|
2022
Q1 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 753 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 887 |
|