JDM Financial Group’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	–	Sell	-5	Closed	-$894	–	295
2025 Q1	$894	Hold	5	–	–	﹤0.01%	278
2024 Q4	$940	Hold	5	–	–	﹤0.01%	299
2024 Q3	$891	Buy	+5	New	+$891	﹤0.01%	338