Resurgent Financial 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 | $607K | Buy |
3,131
+268
| +9% | +$52K | 0.33% | 86 |
|
2025
Q1 | $512K | Sell |
2,863
-4
| -0.1% | -$715 | 0.31% | 91 |
|
2024
Q4 | $539K | Buy |
2,867
+211
| +8% | +$39.7K | 0.32% | 92 |
|
2024
Q3 | $473K | Buy |
2,656
+374
| +16% | +$66.6K | 0.28% | 109 |
|
2024
Q2 | $345K | Sell |
2,282
-259
| -10% | -$39.2K | 0.21% | 128 |
|
2024
Q1 | $370K | Buy |
+2,541
| New | +$370K | 0.2% | 133 |
|