Lido 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 | $850K | Sell |
4,382
-169
| -4% | -$32.8K | ﹤0.01% | 822 |
|
|
2025
Q1 | $814K | Buy |
4,551
+25
| +0.6% | +$4.47K | ﹤0.01% | 800 |
|
|
2024
Q4 | $851K | Buy |
4,526
+222
| +5% | +$41.7K | ﹤0.01% | 757 |
|
|
2024
Q3 | $767K | Buy |
4,304
+438
| +11% | +$78K | ﹤0.01% | 739 |
|
|
2024
Q2 | $585K | Buy |
3,866
+440
| +13% | +$66.6K | ﹤0.01% | 791 |
|
|
2024
Q1 | $498K | Sell |
3,426
-493
| -13% | -$71.7K | ﹤0.01% | 825 |
|
|
2023
Q4 | $537K | Buy |
3,919
+1,794
| +84% | +$246K | ﹤0.01% | 756 |
|
|
2023
Q3 | $269K | Buy |
2,125
+316
| +17% | +$40K | ﹤0.01% | 863 |
|
|
2023
Q2 | $224K | Buy |
+1,809
| New | +$224K | ﹤0.01% | 952 |
|
|
2023
Q1 | – | Sell |
-1,936
| Closed | -$281K | – | 1032 |
|
|
2022
Q4 | $281K | Buy |
+1,936
| New | +$281K | ﹤0.01% | 721 |
|
|
2020
Q1 | – | Sell |
-1,643
| Closed | -$279K | – | 577 |
|
|
2019
Q4 | $279K | Buy |
+1,643
| New | +$279K | 0.01% | 470 |
|