Old Port Advisors’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
$1.6M Sell
8,254
-1,250
-13% -$242K 0.44% 78
2025
Q1
$1.7M Sell
9,504
-193
-2% -$34.5K 0.5% 71
2024
Q4
$1.82M Sell
9,697
-197
-2% -$37K 0.52% 65
2024
Q3
$1.76M Sell
9,894
-374
-4% -$66.6K 0.49% 72
2024
Q2
$1.55M Sell
10,268
-838
-8% -$127K 0.46% 75
2024
Q1
$1.62M Sell
11,106
-1,275
-10% -$185K 0.49% 73
2023
Q4
$1.7M Sell
12,381
-1,647
-12% -$226K 0.56% 64
2023
Q3
$1.77M Buy
+14,028
New +$1.77M 0.64% 54
2023
Q1
$1.92M Sell
16,232
-1,835
-10% -$217K 0.69% 47
2022
Q4
$2.62M Sell
18,067
-1,803
-9% -$262K 0.99% 30
2022
Q3
$3.69M Sell
19,870
-94
-0.5% -$17.5K 1.47% 9
2022
Q2
$3.17M Buy
+19,964
New +$3.17M 1.23% 14