Legacy Financial Advisors’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 | $578K | Buy |
2,794
+9
| +0.3% | +$1.94K | 0.08% | 204 |
|
|
2025
Q4 | $561K | Sell |
2,785
-31
| -1% | -$5.92K | 0.08% | 202 |
|
|
2025
Q3 | $556K | Buy |
2,816
+165
| +6% | +$32.4K | 0.08% | 214 |
|
|
2025
Q2 | $514K | Sell |
2,651
-12
| -0.5% | -$2.12K | 0.08% | 201 |
|
|
2025
Q1 | $476K | Buy |
2,663
+36
| +1% | +$6.83K | 0.08% | 201 |
|
|
2024
Q4 | $494K | Buy |
2,627
+25
| +1% | +$4.97K | 0.08% | 195 |
|
|
2024
Q3 | $463K | Buy |
2,602
+100
| +4% | +$16.6K | 0.08% | 209 |
|
|
2024
Q2 | $379K | Buy |
2,502
+26
| +1% | +$3.8K | 0.07% | 219 |
|
|
2024
Q1 | $360K | Sell |
2,476
-26
| -1% | -$3.6K | 0.06% | 216 |
|
|
2023
Q4 | $343K | Buy |
2,502
+70
| +3% | +$8.79K | 0.07% | 210 |
|
|
2023
Q3 | $308K | Buy |
2,432
+90
| +4% | +$11.7K | 0.06% | 198 |
|
|
2023
Q2 | $290K | Sell |
2,342
-163
| -7% | -$19.7K | 0.05% | 202 |
|
|
2023
Q1 | $300K | Buy |
2,505
+303
| +14% | +$44K | 0.06% | 187 |
|
|
2022
Q4 | $319K | Sell |
2,202
-26
| -1% | -$4.28K | 0.07% | 170 |
|
|
2022
Q3 | $393K | Buy |
2,228
+16
| +0.7% | +$2.83K | 0.09% | 121 |
|
|
2022
Q2 | $353K | Buy |
+2,212
| New | +$372K | 0.09% | 130 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | -$4K | – | 616 |
|
|
2019
Q1 | $4K | Sell |
26
-6
| -19% | -$985 | ﹤0.01% | 817 |
|
|
2018
Q4 | $5K | Buy |
32
+2
| +7% | +$320 | ﹤0.01% | 737 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 730 |
|
|
2018
Q2 | $5K | Buy |
30
+4
| +15% | +$717 | ﹤0.01% | 701 |
|
|
2018
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 686 |
|
|
2017
Q4 | $4K | Buy |
+26
| New | +$4.31K | ﹤0.01% | 672 |
|
Other funds holding MTB
VCM
VPM
