Prime Capital Investment Advisors’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
2026 Q1	$254K	Buy	1,231 +182	+17%	+$39.2K	﹤0.01%	898
2025 Q4	$211K	Sell	1,049 -89	-8%	-$17K	﹤0.01%	945
2025 Q3	$225K	Buy	1,138 +90	+9%	+$17.7K	﹤0.01%	904
2025 Q2	$203K	Sell	1,048 -904	-46%	-$160K	﹤0.01%	892
2025 Q1	$349K	Buy	1,952 +574	+42%	+$109K	﹤0.01%	790
2024 Q4	$259K	Buy	1,378 +11	+0.8%	+$2.19K	﹤0.01%	769
2024 Q3	$243K	Sell	1,367 -2	-0.1%	-$332	﹤0.01%	802
2024 Q2	$207K	Sell	1,369 -269	-16%	-$39.3K	﹤0.01%	848
2024 Q1	$238K	Sell	1,638 -16	-1%	-$2.22K	﹤0.01%	859
2023 Q4	$227K	Buy	+1,654	New	+$208K	﹤0.01%	837
2023 Q3	–	Sell	-2,105	Closed	-$261K	–	785
2023 Q2	$261K	Buy	+2,105	New	+$255K	0.01%	641