Oak Thistle LLC’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 |
-3,929
| Closed | -$739K | – | 511 |
|
2024
Q4 | $739K | Buy |
+3,929
| New | +$739K | 0.22% | 177 |
|
2024
Q2 | – | Sell |
-2,609
| Closed | -$379K | – | 398 |
|
2024
Q1 | $379K | Sell |
2,609
-2,440
| -48% | -$355K | 0.34% | 133 |
|
2023
Q4 | $692K | Buy |
+5,049
| New | +$692K | 0.2% | 211 |
|
2022
Q3 | – | Sell |
-1,504
| Closed | -$240K | – | 204 |
|
2022
Q2 | $240K | Buy |
+1,504
| New | +$240K | 0.46% | 116 |
|