Prospera Financial Services’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 | $240K | Sell |
1,235
-102
| -8% | -$19.8K | ﹤0.01% | 1190 |
|
2025
Q1 | $239K | Sell |
1,337
-61
| -4% | -$10.9K | 0.01% | 1066 |
|
2024
Q4 | $263K | Buy |
+1,398
| New | +$263K | 0.01% | 981 |
|
2022
Q3 | – | Sell |
-731
| Closed | -$117K | – | 1319 |
|
2022
Q2 | $117K | Buy |
731
+500
| +216% | +$80K | 0.01% | 863 |
|
2022
Q1 | $39K | Sell |
231
-18,702
| -99% | -$3.16M | ﹤0.01% | 1477 |
|
2021
Q4 | $2.91M | Sell |
18,933
-482
| -2% | -$74K | 0.13% | 195 |
|
2021
Q3 | $2.9M | Buy |
+19,415
| New | +$2.9M | 0.14% | 177 |
|
2020
Q4 | – | Sell |
-27
| Closed | -$2K | – | 1233 |
|
2020
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1475 |
|