Kestra Advisory Services’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
$1.84M Buy
2025
Q2
$1.5M Sell
2025
Q1
$1.41M Sell
2024
Q4
$1.55M Buy
2024
Q3
$1.44M Sell
2024
Q2
$1.3M Sell
2024
Q1
$1.31M Buy
2023
Q4
$1.23M Buy
2023
Q3
$1.1M Sell
2023
Q2
$1.18M Buy
2023
Q1
$993K Sell
2022
Q4
$1.84M Buy
2022
Q3
$1.81M Buy
2022
Q2
$1.55M Buy
2022
Q1
$1.12M Sell
2021
Q4
$1.18M Sell
2021
Q3
$1.19M Buy
2021
Q2
$1.08M Buy
2021
Q1
$963K Sell
2020
Q4
$933K Buy
2020
Q3
$563K Buy