JNBA Financial Advisors’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
Q4
$2.82K Buy
2022
Q3
Sell
2022
Q2
$13K Sell
2022
Q1
$14K Buy
2021
Q4
$12K Buy
2021
Q3
$5K Hold
2021
Q2
$5K Hold
2021
Q1
$5K Buy
2016
Q4
Sell
2016
Q3
$28K Buy