D.J. St. Germain’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
$2.82M Buy
14,553
+1,560
+12% +$303K 0.12% 114
2025
Q1
$2.32M Sell
12,993
-1,114
-8% -$199K 0.11% 118
2024
Q4
$2.65M Sell
14,107
-88
-0.6% -$16.5K 0.12% 119
2024
Q3
$2.53M Sell
14,195
-873
-6% -$155K 0.12% 119
2024
Q2
$2.28M Sell
15,068
-630
-4% -$95.4K 0.11% 119
2024
Q1
$2.28M Sell
15,698
-847
-5% -$123K 0.11% 119
2023
Q4
$2.27M Sell
16,545
-301
-2% -$41.3K 0.12% 114
2023
Q3
$2.13M Sell
16,846
-2,803
-14% -$354K 0.12% 116
2023
Q2
$2.43M Buy
+19,649
New +$2.43M 0.13% 108
2022
Q4
$2.32K Sell
16,001
-753
-4% -$109 ﹤0.01% 335
2022
Q3
$2.67M Hold
16,754
0.18% 90
2022
Q2
$2.67M Buy
+16,754
New +$2.67M 0.18% 90
2017
Q1
Sell
-7,976
Closed -$1.25M 143
2016
Q4
$1.25M Sell
7,976
-44
-0.5% -$6.89K 0.17% 74
2016
Q3
$931K Sell
8,020
-175
-2% -$20.3K 0.13% 77
2016
Q2
$969K Sell
8,195
-201
-2% -$23.8K 0.14% 78
2016
Q1
$932K Sell
8,396
-355
-4% -$39.4K 0.13% 77
2015
Q4
$1.06M Buy
+8,751
New +$1.06M 0.16% 72