CFS Investment Advisory Services’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 | $490K | Buy |
2,525
+24
| +1% | +$4.66K | 0.04% | 229 |
|
|
2025
Q1 | $447K | Buy |
2,501
+6
| +0.2% | +$1.07K | 0.04% | 226 |
|
|
2024
Q4 | $469K | Buy |
2,495
+4
| +0.2% | +$752 | 0.04% | 218 |
|
|
2024
Q3 | $444K | Buy |
2,491
+17
| +0.7% | +$3.03K | 0.04% | 214 |
|
|
2024
Q2 | $374K | Sell |
2,474
-114
| -4% | -$17.2K | 0.03% | 202 |
|
|
2024
Q1 | $376K | Sell |
2,588
-138
| -5% | -$20K | 0.06% | 124 |
|
|
2023
Q4 | $374K | Sell |
2,726
-430
| -14% | -$59K | 0.07% | 117 |
|
|
2023
Q3 | $399K | Buy |
3,156
+288
| +10% | +$36.4K | 0.06% | 132 |
|
|
2023
Q2 | $355K | Buy |
2,868
+63
| +2% | +$7.8K | 0.05% | 197 |
|
|
2023
Q1 | $335K | Sell |
2,805
-141
| -5% | -$16.8K | 0.06% | 116 |
|
|
2022
Q4 | $427K | Sell |
2,946
-569,266
| -99% | -$82.5M | 0.1% | 86 |
|
|
2022
Q3 | $572K | Buy |
572,212
+569,033
| +17,900% | +$569K | 0.13% | 89 |
|
|
2022
Q2 | $507K | Sell |
3,179
-46,993
| -94% | -$7.49M | 0.08% | 165 |
|
|
2022
Q1 | $0 | Buy |
+50,172
| New | – | ﹤0.01% | 504 |
|