Orion Portfolio Solutions’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 | $4.58M | Buy |
25,621
+1,287
| +5% | +$230K | 0.04% | 371 |
|
|
2024
Q4 | $4.58M | Sell |
24,334
-14,436
| -37% | -$2.71M | 0.05% | 355 |
|
|
2024
Q3 | $6.91M | Sell |
38,770
-1,355
| -3% | -$241K | 0.07% | 271 |
|
|
2024
Q2 | $6.07M | Sell |
40,125
-4,294
| -10% | -$650K | 0.06% | 272 |
|
|
2024
Q1 | $6.46M | Sell |
44,419
-2,407
| -5% | -$350K | 0.07% | 273 |
|
|
2023
Q4 | $6.47M | Sell |
46,826
-4,133
| -8% | -$571K | 0.08% | 254 |
|
|
2023
Q3 | $6.44M | Sell |
50,959
-2,132
| -4% | -$270K | 0.08% | 244 |
|
|
2023
Q2 | $6.57M | Buy |
+53,091
| New | +$6.57M | 0.07% | 267 |
|
|
2023
Q1 | – | Sell |
-7,152
| Closed | -$1.04M | – | 1593 |
|
|
2022
Q4 | $1.04M | Buy |
7,152
+1,192
| +20% | +$173K | 0.04% | 300 |
|
|
2022
Q3 | $1.05M | Buy |
5,960
+2,847
| +91% | +$502K | 0.04% | 256 |
|
|
2022
Q2 | $496K | Buy |
3,113
+597
| +24% | +$95.1K | 0.02% | 400 |
|
|
2022
Q1 | $426K | Buy |
2,516
+2
| +0.1% | +$339 | 0.02% | 473 |
|
|
2021
Q4 | $386K | Sell |
2,514
-44
| -2% | -$6.76K | 0.01% | 500 |
|
|
2021
Q3 | $382K | Buy |
+2,558
| New | +$382K | 0.01% | 461 |
|
|
2020
Q3 | – | Sell |
-883
| Closed | -$92K | – | 1444 |
|
|
2020
Q2 | $92K | Buy |
883
+592
| +203% | +$61.7K | 0.01% | 568 |
|
|
2020
Q1 | $30K | Buy |
291
+173
| +147% | +$17.8K | ﹤0.01% | 717 |
|
|
2019
Q4 | $20K | Buy |
+118
| New | +$20K | ﹤0.01% | 775 |
|