Kestra Private Wealth 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 | $358K | Buy |
1,845
+146
| +9% | +$28.3K | 0.01% | 1181 |
|
|
2025
Q1 | $304K | Sell |
1,699
-755
| -31% | -$135K | 0.01% | 1192 |
|
|
2024
Q4 | $461K | Buy |
2,454
+1,039
| +73% | +$195K | 0.01% | 952 |
|
|
2024
Q3 | $252K | Sell |
1,415
-736
| -34% | -$131K | ﹤0.01% | 1158 |
|
|
2024
Q2 | $326K | Sell |
2,151
-125
| -5% | -$18.9K | 0.01% | 1013 |
|
|
2024
Q1 | $331K | Sell |
2,276
-7,819
| -77% | -$1.14M | 0.01% | 972 |
|
|
2023
Q4 | $1.38M | Sell |
10,095
-10,967
| -52% | -$1.5M | 0.04% | 441 |
|
|
2023
Q3 | $2.66M | Buy |
21,062
+1,183
| +6% | +$150K | 0.08% | 256 |
|
|
2023
Q2 | $2.46M | Buy |
19,879
+1,988
| +11% | +$246K | 0.08% | 255 |
|
|
2023
Q1 | $2.14M | Buy |
17,891
+4,748
| +36% | +$568K | 0.09% | 252 |
|
|
2022
Q4 | $1.91M | Sell |
13,143
-1,929
| -13% | -$280K | 0.1% | 241 |
|
|
2022
Q3 | $2.66M | Buy |
15,072
+1,077
| +8% | +$190K | 0.15% | 157 |
|
|
2022
Q2 | $2.23M | Buy |
+13,995
| New | +$2.23M | 0.13% | 190 |
|