Lodestone Wealth Management’s M&T Bank MTB Stock Holding History

Lodestone Wealth Management’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$573K	Sell
2025 Q2	$562K	Buy
2025 Q1	$519K	Sell
2024 Q4	$669K	Sell
2024 Q3	$645K	Buy
2024 Q2	$547K	Buy
2024 Q1	$525K	Hold
2023 Q4	$495K	Buy