Northstar Advisory 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	-16,935	Closed	-$3.18M	–	109
2024 Q4	$3.18M	Buy	16,935 +1,627	+11%	+$306K	1.62%	19
2024 Q3	$2.73M	Buy	+15,308	New	+$2.73M	1.42%	22