Key Financial Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.2K | Sell |
136
-6
| -4% | -$1.29K | 0.01% | 654 |
|
|
2025
Q4 | $28.7K | Hold |
142
| – | – | 0.01% | 648 |
|
|
2025
Q3 | $27.8K | Buy |
142
+1
| +0.7% | +$196 | 0.01% | 641 |
|
|
2025
Q2 | $27.4K | Hold |
141
| – | – | 0.01% | 621 |
|
|
2025
Q1 | $25.3K | Hold |
141
| – | – | 0.01% | 607 |
|
|
2024
Q4 | $26.6K | Hold |
141
| – | – | 0.01% | 588 |
|
|
2024
Q3 | $25.2K | Buy |
141
+5
| +4% | +$829 | 0.01% | 601 |
|
|
2024
Q2 | $20.6K | Buy |
136
+5
| +4% | +$730 | ﹤0.01% | 633 |
|
|
2024
Q1 | $19.1K | Hold |
131
| – | – | ﹤0.01% | 619 |
|
|
2023
Q4 | $18K | Hold |
131
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $16.6K | Hold |
131
| – | – | 0.01% | 607 |
|
|
2023
Q2 | $16.3K | Buy |
131
+33
| +34% | +$3.99K | 0.01% | 621 |
|
|
2023
Q1 | $11.8K | Hold |
98
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $17.3K | Hold |
98
| – | – | 0.01% | 522 |
|
|
2022
Q3 | $17K | Sell |
98
-55
| -36% | -$9.73K | 0.01% | 527 |
|
|
2022
Q2 | $24K | Hold |
153
| – | – | 0.01% | 472 |
|
|
2022
Q1 | $26K | Hold |
153
| – | – | 0.01% | 459 |
|
|
2021
Q4 | $24K | Hold |
153
| – | – | 0.01% | 459 |
|
|
2021
Q3 | $23K | Hold |
153
| – | – | 0.01% | 447 |
|
|
2021
Q2 | $21K | Hold |
153
| – | – | 0.01% | 462 |
|
|
2021
Q1 | $23K | Hold |
153
| – | – | 0.02% | 381 |
|
|
2020
Q4 | $20K | Buy |
+153
| New | +$17.4K | 0.01% | 375 |
|
|
2020
Q2 | – | Sell |
-653
| Closed | -$70K | – | 427 |
|
|
2020
Q1 | $70K | Buy |
+653
| New | +$96.1K | 0.07% | 188 |
|
Other funds holding MTB
VCM
VPM
