HBK Sorce Advisory’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.45M | Sell |
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|
2025
Q2 | $4.77M | Buy |
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|
2025
Q1 | $4.39M | Buy |
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|
2024
Q4 | $4.6M | Sell |
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|
2024
Q3 | $4.38M | Sell |
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|
2024
Q2 | $3.74M | Buy |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $6.86M | Buy |
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|
2022
Q3 | $4.18M | Buy |
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|
2022
Q2 | $3.59M | Sell |
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|
2022
Q1 | $3.86M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $3.28M | Sell |
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|
2021
Q2 | $3.25M | Sell |
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|
2021
Q1 | $3.42M | Buy |
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|
2020
Q4 | $2.83M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.78M | Buy |
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|
2019
Q4 | $2.88M | Buy |
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|
2019
Q3 | $2.67M | Buy |
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|
2019
Q2 | $2.87M | Buy |
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|
2019
Q1 | $2.61M | Buy |
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|
2018
Q4 | $2.28M | Buy |
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|
2018
Q3 | $2.49M | Buy |
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|
2018
Q2 | $2.37M | Sell |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.56M | Sell |
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|
2017
Q3 | $2.42M | Buy |
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|
2017
Q2 | $2.4M | Hold |
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|
2017
Q1 | $2.29M | Buy |
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|
2016
Q4 | $2.24M | Buy |
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|
2016
Q3 | $1.65M | Buy |
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|
2016
Q2 | $1.55M | Buy |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $339K | Buy |
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|
2015
Q3 | $316K | Buy |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | $225K | Sell |
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|
2014
Q4 | $382K | Sell |
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|
2014
Q3 | $387K | Buy |
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