Farther Finance Advisors’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 | $857K | Buy |
4,416
+1,690
| +62% | +$328K | 0.02% | 661 |
|
|
2025
Q1 | $481K | Buy |
2,726
+99
| +4% | +$17.5K | 0.01% | 798 |
|
|
2024
Q4 | $494K | Sell |
2,627
-26
| -1% | -$4.89K | 0.02% | 588 |
|
|
2024
Q3 | $473K | Buy |
2,653
+509
| +24% | +$90.7K | 0.02% | 609 |
|
|
2024
Q2 | $321K | Buy |
2,144
+145
| +7% | +$21.7K | 0.02% | 645 |
|
|
2024
Q1 | $286K | Sell |
1,999
-39
| -2% | -$5.59K | 0.02% | 570 |
|
|
2023
Q4 | $279K | Buy |
2,038
+1,669
| +452% | +$229K | 0.02% | 471 |
|
|
2023
Q3 | $46.7K | Buy |
369
+72
| +24% | +$9.11K | 0.01% | 793 |
|
|
2023
Q2 | $36.8K | Buy |
297
+10
| +3% | +$1.24K | 0.01% | 768 |
|
|
2023
Q1 | $34.4K | Sell |
287
-8
| -3% | -$958 | 0.01% | 721 |
|
|
2022
Q4 | $42.8K | Buy |
+295
| New | +$42.8K | 0.02% | 523 |
|