L.M. Kohn & Company’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 | $502K | Sell |
2,587
-3
| -0.1% | -$582 | 0.14% | 139 |
|
2025
Q1 | $463K | Hold |
2,590
| – | – | 0.12% | 153 |
|
2024
Q4 | $487K | Hold |
2,590
| – | – | 0.13% | 141 |
|
2024
Q3 | $461K | Sell |
2,590
-164
| -6% | -$29.2K | 0.12% | 157 |
|
2024
Q2 | $417K | Hold |
2,754
| – | – | 0.11% | 155 |
|
2024
Q1 | $401K | Sell |
2,754
-8
| -0.3% | -$1.16K | 0.11% | 167 |
|
2023
Q4 | $379K | Sell |
2,762
-136
| -5% | -$18.6K | 0.12% | 151 |
|
2023
Q3 | $366K | Sell |
2,898
-7
| -0.2% | -$885 | 0.13% | 143 |
|
2023
Q2 | $360K | Sell |
2,905
-129
| -4% | -$16K | 0.14% | 145 |
|
2023
Q1 | $363K | Sell |
3,034
-63
| -2% | -$7.53K | 0.15% | 141 |
|
2022
Q4 | $449K | Hold |
3,097
| – | – | 0.21% | 118 |
|
2022
Q3 | $547K | Sell |
3,097
-1
| -0% | -$177 | 0.27% | 90 |
|
2022
Q2 | $494K | Buy |
+3,098
| New | +$494K | 0.23% | 113 |
|