Sequoia 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 | $1.14M | Buy |
5,852
+1,299
| +29% | +$252K | 0.01% | 638 |
|
|
2025
Q1 | $814K | Sell |
4,553
-175
| -4% | -$31.3K | 0.01% | 686 |
|
|
2024
Q4 | $889K | Sell |
4,728
-169
| -3% | -$31.8K | 0.01% | 613 |
|
|
2024
Q3 | $872K | Buy |
4,897
+1,513
| +45% | +$270K | 0.01% | 582 |
|
|
2024
Q2 | $512K | Sell |
3,384
-85
| -2% | -$12.9K | 0.01% | 675 |
|
|
2024
Q1 | $505K | Sell |
3,469
-44,454
| -93% | -$6.47M | 0.01% | 682 |
|
|
2023
Q4 | $6.57M | Sell |
47,923
-2,996
| -6% | -$411K | 0.08% | 186 |
|
|
2023
Q3 | $6.44M | Sell |
50,919
-5,296
| -9% | -$670K | 0.11% | 128 |
|
|
2023
Q2 | $6.96M | Buy |
56,215
+16
| +0% | +$1.98K | 0.12% | 128 |
|
|
2023
Q1 | $6.72M | Buy |
56,199
+6,115
| +12% | +$731K | 0.15% | 124 |
|
|
2022
Q4 | $7.27M | Buy |
50,084
+15,966
| +47% | +$2.32M | 0.18% | 111 |
|
|
2022
Q3 | $6.02M | Buy |
34,118
+4,129
| +14% | +$728K | 0.19% | 98 |
|
|
2022
Q2 | $4.78M | Buy |
29,989
+7,743
| +35% | +$1.23M | 0.14% | 121 |
|
|
2022
Q1 | $3.77M | Buy |
22,246
+2,903
| +15% | +$492K | 0.09% | 139 |
|
|
2021
Q4 | $2.97M | Buy |
+19,343
| New | +$2.97M | 0.08% | 144 |
|