Independent Financial Group’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
2026
Q1
$540K Buy
2025
Q4
$525K Buy
2025
Q3
$514K Sell
2025
Q2
$543K Sell
2025
Q1
$519K Sell
2024
Q4
$1.12M Buy
2024
Q3
$480K Sell
2024
Q2
$483K Buy
2024
Q1
$396K Buy
2023
Q4
$373K Sell
2023
Q3
$344K Buy
2023
Q2
$337K Sell
2023
Q1
$326K Sell
2022
Q4
$400K Sell
2022
Q3
$521K Sell
2022
Q2
$471K Buy