Resonant Capital Advisors’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 | $441K | Buy |
2,271
+82
| +4% | +$15.9K | 0.03% | 257 |
|
|
2025
Q1 | $391K | Buy |
2,189
+40
| +2% | +$7.15K | 0.03% | 244 |
|
|
2024
Q4 | $404K | Buy |
2,149
+39
| +2% | +$7.33K | 0.03% | 229 |
|
|
2024
Q3 | $376K | Buy |
2,110
+469
| +29% | +$83.5K | 0.03% | 240 |
|
|
2024
Q2 | $248K | Buy |
1,641
+251
| +18% | +$38K | 0.02% | 304 |
|
|
2024
Q1 | $202K | Buy |
+1,390
| New | +$202K | 0.02% | 329 |
|
|
2022
Q4 | – | Sell |
-2,470
| Closed | -$436K | – | 264 |
|
|
2022
Q3 | $436K | Buy |
2,470
+102
| +4% | +$18K | 0.07% | 158 |
|
|
2022
Q2 | $377K | Sell |
2,368
-40
| -2% | -$6.37K | 0.06% | 170 |
|
|
2022
Q1 | $397K | Buy |
2,408
+36
| +2% | +$5.94K | 0.06% | 160 |
|
|
2021
Q4 | $364K | Buy |
2,372
+303
| +15% | +$46.5K | 0.05% | 158 |
|
|
2021
Q3 | $309K | Buy |
2,069
+330
| +19% | +$49.3K | 0.05% | 160 |
|
|
2021
Q2 | $253K | Hold |
1,739
| – | – | 0.05% | 161 |
|
|
2021
Q1 | $264K | Buy |
1,739
+152
| +10% | +$23.1K | 0.05% | 158 |
|
|
2020
Q4 | $202K | Buy |
+1,587
| New | +$202K | 0.05% | 169 |
|