NorthRock Partners’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
$201K Sell
1,037
-184
-15% -$35.7K 0.01% 649
2025
Q1
$218K Buy
1,221
+10
+0.8% +$1.79K 0.01% 541
2024
Q4
$228K Buy
1,211
+74
+7% +$13.9K 0.01% 541
2024
Q3
$203K Buy
+1,137
New +$203K 0.01% 599