Patriot Financial Group Insurance Agency’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 | $702K | Buy |
3,620
+8
| +0.2% | +$1.55K | 0.08% | 262 |
|
|
2025
Q1 | $646K | Sell |
3,612
-508
| -12% | -$90.8K | 0.09% | 248 |
|
|
2024
Q4 | $775K | Buy |
4,120
+10
| +0.2% | +$1.88K | 0.1% | 214 |
|
|
2024
Q3 | $732K | Buy |
4,110
+50
| +1% | +$8.91K | 0.1% | 225 |
|
|
2024
Q2 | $615K | Buy |
4,060
+37
| +0.9% | +$5.6K | 0.09% | 240 |
|
|
2024
Q1 | $585K | Sell |
4,023
-148
| -4% | -$21.5K | 0.09% | 240 |
|
|
2023
Q4 | $572K | Sell |
4,171
-157
| -4% | -$21.5K | 0.11% | 216 |
|
|
2023
Q3 | $547K | Sell |
4,328
-1,669
| -28% | -$211K | 0.11% | 213 |
|
|
2023
Q2 | $742K | Sell |
5,997
-25
| -0.4% | -$3.09K | 0.14% | 171 |
|
|
2023
Q1 | $720K | Buy |
6,022
+27
| +0.5% | +$3.23K | 0.15% | 165 |
|
|
2022
Q4 | $870K | Buy |
5,995
+28
| +0.5% | +$4.06K | 0.12% | 122 |
|
|
2022
Q3 | $1.05M | Buy |
5,967
+8
| +0.1% | +$1.41K | 0.26% | 90 |
|
|
2022
Q2 | $950K | Buy |
+5,959
| New | +$950K | 0.19% | 110 |
|
|
2021
Q4 | – | Sell |
-19
| Closed | -$3K | – | 2217 |
|
|
2021
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 1856 |
|
|
2018
Q2 | – | Sell |
-1,331
| Closed | -$239K | – | 804 |
|
|
2018
Q1 | $239K | Buy |
1,331
+50
| +4% | +$8.98K | 0.18% | 118 |
|
|
2017
Q4 | $221K | Buy |
1,281
+233
| +22% | +$40.2K | 0.17% | 113 |
|
|
2017
Q3 | $169K | Buy |
1,048
+878
| +516% | +$142K | 0.15% | 118 |
|
|
2017
Q2 | $28K | Hold |
170
| – | – | 0.03% | 332 |
|
|
2017
Q1 | $26K | Hold |
170
| – | – | 0.03% | 314 |
|
|
2016
Q4 | $27K | Buy |
+170
| New | +$27K | 0.04% | 302 |
|