LRI Investments’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 | $2.22M | Sell |
11,443
-284
| -2% | -$55.1K | 0.19% | 52 |
|
|
2025
Q1 | $2.1M | Sell |
11,727
-3,053
| -21% | -$546K | 0.2% | 52 |
|
|
2024
Q4 | $2.78M | Hold |
14,780
| – | – | 0.27% | 32 |
|
|
2024
Q3 | $3.15M | Sell |
14,780
-80
| -0.5% | -$17.1K | 0.31% | 29 |
|
|
2024
Q2 | $2.25M | Sell |
14,860
-137
| -0.9% | -$20.7K | 0.26% | 32 |
|
|
2024
Q1 | $2.18M | Buy |
+14,997
| New | +$2.18M | 0.55% | 27 |
|