Kestra Advisory Services’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
$1.5M Sell
7,757
-130
-2% -$25.2K 0.01% 1237
2025
Q1
$1.41M Sell
7,887
-335
-4% -$59.9K 0.01% 1170
2024
Q4
$1.55M Buy
8,222
+123
+2% +$23.1K 0.01% 1140
2024
Q3
$1.44M Sell
8,099
-476
-6% -$84.8K 0.01% 1126
2024
Q2
$1.3M Sell
8,575
-430
-5% -$65.1K 0.01% 1178
2024
Q1
$1.31M Buy
9,005
+55
+0.6% +$8K 0.01% 1081
2023
Q4
$1.23M Buy
8,950
+253
+3% +$34.7K 0.01% 1018
2023
Q3
$1.1M Sell
8,697
-835
-9% -$106K 0.01% 946
2023
Q2
$1.18M Buy
9,532
+1,225
+15% +$152K 0.01% 909
2023
Q1
$993K Sell
8,307
-4,347
-34% -$520K 0.01% 952
2022
Q4
$1.84M Buy
12,654
+2,384
+23% +$346K 0.02% 785
2022
Q3
$1.81M Buy
10,270
+554
+6% +$97.7K 0.02% 711
2022
Q2
$1.55M Buy
9,716
+3,111
+47% +$496K 0.02% 772
2022
Q1
$1.12M Sell
6,605
-1,081
-14% -$183K 0.01% 908
2021
Q4
$1.18M Sell
7,686
-295
-4% -$45.3K 0.01% 905
2021
Q3
$1.19M Buy
7,981
+531
+7% +$79.3K 0.01% 926
2021
Q2
$1.08M Buy
7,450
+1,098
+17% +$160K 0.01% 899
2021
Q1
$963K Sell
6,352
-1,078
-15% -$163K 0.01% 884
2020
Q4
$933K Buy
7,430
+7,330
+7,330% +$920K 0.01% 896
2020
Q3
$563K Buy
+100
New +$563K 0.01% 836