HSA
HBK Sorce Advisory’s M&T Bank MTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
24,566
+6
| +0% | +$1.16K | 0.13% | 72 |
|
|
2025
Q1 | $4.39M | Buy |
24,560
+74
| +0.3% | +$13.2K | 0.13% | 75 |
|
|
2024
Q4 | $4.6M | Sell |
24,486
-106
| -0.4% | -$19.9K | 0.14% | 70 |
|
|
2024
Q3 | $4.38M | Sell |
24,592
-107
| -0.4% | -$19.1K | 0.13% | 71 |
|
|
2024
Q2 | $3.74M | Buy |
24,699
+559
| +2% | +$84.6K | 0.13% | 76 |
|
|
2024
Q1 | $3.51M | Buy |
24,140
+423
| +2% | +$61.5K | 0.12% | 88 |
|
|
2023
Q4 | $3.25M | Sell |
23,717
-89
| -0.4% | -$12.2K | 0.13% | 84 |
|
|
2023
Q3 | $3.01M | Buy |
23,806
+293
| +1% | +$37K | 0.13% | 88 |
|
|
2023
Q2 | $2.91M | Buy |
23,513
+541
| +2% | +$67K | 0.12% | 99 |
|
|
2023
Q1 | $2.75M | Sell |
22,972
-24,290
| -51% | -$2.9M | 0.12% | 109 |
|
|
2022
Q4 | $6.86M | Buy |
47,262
+23,563
| +99% | +$3.42M | 0.18% | 78 |
|
|
2022
Q3 | $4.18M | Buy |
23,699
+1,199
| +5% | +$211K | 0.28% | 57 |
|
|
2022
Q2 | $3.59M | Sell |
22,500
-287
| -1% | -$45.7K | 0.26% | 52 |
|
|
2022
Q1 | $3.86M | Buy |
22,787
+760
| +3% | +$129K | 0.21% | 68 |
|
|
2021
Q4 | $3.38M | Buy |
22,027
+61
| +0.3% | +$9.37K | 0.17% | 90 |
|
|
2021
Q3 | $3.28M | Sell |
21,966
-398
| -2% | -$59.4K | 0.18% | 87 |
|
|
2021
Q2 | $3.25M | Sell |
22,364
-198
| -0.9% | -$28.8K | 0.18% | 90 |
|
|
2021
Q1 | $3.42M | Buy |
22,562
+294
| +1% | +$44.6K | 0.2% | 78 |
|
|
2020
Q4 | $2.84M | Buy |
22,268
+1,974
| +10% | +$251K | 0.18% | 85 |
|
|
2020
Q3 | $1.87M | Buy |
20,294
+1,589
| +8% | +$146K | 0.13% | 109 |
|
|
2020
Q2 | $1.95M | Buy |
18,705
+1,456
| +8% | +$151K | 0.14% | 103 |
|
|
2020
Q1 | $1.78M | Buy |
17,249
+262
| +2% | +$27.1K | 0.17% | 93 |
|
|
2019
Q4 | $2.88M | Buy |
16,987
+119
| +0.7% | +$20.2K | 0.25% | 75 |
|
|
2019
Q3 | $2.67M | Buy |
16,868
+6
| +0% | +$948 | 0.25% | 77 |
|
|
2019
Q2 | $2.87M | Buy |
16,862
+242
| +1% | +$41.2K | 0.28% | 76 |
|
|
2019
Q1 | $2.61M | Buy |
16,620
+668
| +4% | +$105K | 0.26% | 82 |
|
|
2018
Q4 | $2.28M | Buy |
15,952
+831
| +5% | +$119K | 0.26% | 82 |
|
|
2018
Q3 | $2.49M | Buy |
15,121
+1,213
| +9% | +$200K | 0.28% | 61 |
|
|
2018
Q2 | $2.37M | Sell |
13,908
-1,050
| -7% | -$179K | 0.27% | 66 |
|
|
2018
Q1 | $2.76M | Buy |
14,958
+2
| +0% | +$369 | 0.35% | 56 |
|
|
2017
Q4 | $2.56M | Sell |
14,956
-66
| -0.4% | -$11.3K | 0.3% | 60 |
|
|
2017
Q3 | $2.42M | Buy |
15,022
+187
| +1% | +$30.1K | 0.37% | 45 |
|
|
2017
Q2 | $2.4M | Hold |
14,835
| – | – | 0.39% | 42 |
|
|
2017
Q1 | $2.3M | Buy |
14,835
+521
| +4% | +$80.6K | 0.39% | 21 |
|
|
2016
Q4 | $2.24M | Buy |
14,314
+140
| +1% | +$21.9K | 0.4% | 41 |
|
|
2016
Q3 | $1.65M | Buy |
14,174
+1,070
| +8% | +$124K | 0.33% | 50 |
|
|
2016
Q2 | $1.55M | Buy |
13,104
+10,615
| +426% | +$1.25M | 0.33% | 47 |
|
|
2016
Q1 | $276K | Sell |
2,489
-309
| -11% | -$34.3K | 0.07% | 194 |
|
|
2015
Q4 | $339K | Buy |
2,798
+208
| +8% | +$25.2K | 0.09% | 152 |
|
|
2015
Q3 | $316K | Buy |
2,590
+414
| +19% | +$50.5K | 0.1% | 131 |
|
|
2015
Q2 | $272K | Buy |
2,176
+406
| +23% | +$50.8K | 0.09% | 147 |
|
|
2015
Q1 | $225K | Sell |
1,770
-1,271
| -42% | -$162K | 0.08% | 142 |
|
|
2014
Q4 | $382K | Sell |
3,041
-95
| -3% | -$11.9K | 0.13% | 118 |
|
|
2014
Q3 | $387K | Buy |
+3,136
| New | +$387K | 0.14% | 105 |
|