Level Financial Advisors’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 | $338K | Sell |
1,741
-3
| -0.2% | -$582 | 0.11% | 72 |
|
|
2025
Q1 | $312K | Sell |
1,744
-27
| -2% | -$4.83K | 0.11% | 73 |
|
|
2024
Q4 | $333K | Sell |
1,771
-3
| -0.2% | -$564 | 0.12% | 66 |
|
|
2024
Q3 | $316K | Buy |
1,774
+22
| +1% | +$3.92K | 0.12% | 63 |
|
|
2024
Q2 | $265K | Buy |
+1,752
| New | +$265K | 0.11% | 63 |
|
|
2024
Q1 | – | Sell |
-667
| Closed | -$91.4K | – | 192 |
|
|
2023
Q4 | $91.4K | Sell |
667
-10
| -1% | -$1.37K | 0.05% | 86 |
|
|
2023
Q3 | $85.6K | Sell |
677
-16
| -2% | -$2.02K | 0.05% | 81 |
|
|
2023
Q2 | $85.8K | Hold |
693
| – | – | 0.05% | 81 |
|
|
2023
Q1 | $82.9K | Hold |
693
| – | – | 0.05% | 77 |
|
|
2022
Q4 | $101K | Hold |
693
| – | – | 0.07% | 70 |
|
|
2022
Q3 | $122K | Hold |
693
| – | – | 0.09% | 64 |
|
|
2022
Q2 | $110K | Sell |
693
-29
| -4% | -$4.6K | 0.08% | 71 |
|
|
2022
Q1 | $122K | Hold |
722
| – | – | 0.09% | 56 |
|
|
2021
Q4 | $111K | Buy |
+722
| New | +$111K | 0.08% | 58 |
|