Orion Portfolio Solutions’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$4.58M Buy
2024
Q4
$4.58M Sell
2024
Q3
$6.91M Sell
2024
Q2
$6.07M Sell
2024
Q1
$6.46M Sell
2023
Q4
$6.47M Sell
2023
Q3
$6.44M Sell
2023
Q2
$6.57M Buy
2023
Q1
Sell
2022
Q4
$1.04M Buy
2022
Q3
$1.05M Buy
2022
Q2
$496K Buy
2022
Q1
$426K Buy
2021
Q4
$386K Sell
2021
Q3
$382K Buy
2020
Q3
Sell
2020
Q2
$92K Buy
2020
Q1
$30K Buy
2019
Q4
$20K Buy