Lokken Investment Group’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
Q1 | – | Sell |
-1,236
| Closed | -$232K | – | 142 |
|
|
2024
Q4 | $232K | Hold |
1,236
| – | – | 0.1% | 121 |
|
|
2024
Q3 | $220K | Buy |
+1,236
| New | +$220K | 0.09% | 138 |
|
|
2023
Q4 | – | Sell |
-3,252
| Closed | -$411K | – | 142 |
|
|
2023
Q3 | $411K | Sell |
3,252
-1,285
| -28% | -$162K | 0.27% | 78 |
|
|
2023
Q2 | $561K | Buy |
4,537
+623
| +16% | +$77.1K | 0.37% | 66 |
|
|
2023
Q1 | $468K | Sell |
3,914
-63
| -2% | -$7.53K | 0.36% | 64 |
|
|
2022
Q4 | $577K | Buy |
3,977
+98
| +3% | +$14.2K | 0.46% | 51 |
|
|
2022
Q3 | $684K | Buy |
3,879
+52
| +1% | +$9.17K | 0.59% | 42 |
|
|
2022
Q2 | $610K | Buy |
3,827
+148
| +4% | +$23.6K | 0.49% | 45 |
|
|
2022
Q1 | $613K | Buy |
+3,679
| New | +$613K | 0.49% | 47 |
|