LGT 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 | $8.2K | Buy |
42
+2
| +5% | +$390 | 0.02% | 226 |
|
|
2025
Q1 | $7.15K | Sell |
40
-231
| -85% | -$41.3K | 0.02% | 195 |
|
|
2024
Q4 | $50.9K | Buy |
271
+1
| +0.4% | +$188 | 0.11% | 144 |
|
|
2024
Q3 | $48.2K | Sell |
270
-216
| -44% | -$38.5K | 0.12% | 120 |
|
|
2024
Q2 | $73.6K | Sell |
486
-875
| -64% | -$132K | 0.16% | 113 |
|
|
2024
Q1 | $198K | Sell |
1,361
-57
| -4% | -$8.29K | 0.23% | 98 |
|
|
2023
Q4 | $194K | Buy |
1,418
+22
| +2% | +$3.02K | 0.24% | 96 |
|
|
2023
Q3 | $177K | Buy |
+1,396
| New | +$177K | 0.22% | 96 |
|
|
2023
Q1 | – | Sell |
-1,420
| Closed | -$206K | – | 159 |
|
|
2022
Q4 | $206K | Buy |
+1,420
| New | +$206K | 0.24% | 97 |
|