Principal Securities’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 | $109K | Buy |
562
+152
| +37% | +$29.5K | ﹤0.01% | 1517 |
|
|
2025
Q1 | $77.1K | Hold |
410
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q4 | $77.1K | Buy |
410
+132
| +47% | +$24.8K | ﹤0.01% | 1545 |
|
|
2024
Q3 | $49.5K | Buy |
278
+61
| +28% | +$10.9K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $32.8K | Buy |
217
+5
| +2% | +$757 | ﹤0.01% | 1819 |
|
|
2024
Q1 | $30.8K | Sell |
212
-35
| -14% | -$5.09K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $33.9K | Buy |
+247
| New | +$33.9K | ﹤0.01% | 1657 |
|