Lake Street Advisors Group’s M&T Bank MTB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$572K	Buy	3,043 +23	+0.8%	+$4.32K	0.03%	308
2024 Q3	$538K	Buy	3,020 +36	+1%	+$6.41K	0.02%	319
2024 Q2	$452K	Buy	2,984 +46	+2%	+$6.96K	0.02%	344
2024 Q1	$427K	Sell	2,938 -53	-2%	-$7.71K	0.02%	368
2023 Q4	$410K	Buy	+2,991	New	+$410K	0.02%	365