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 |
|