SevenBridge Financial Group’s M&T Bank MTB Stock Holding History

SevenBridge Financial Group’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Sell	1,629 -42	-3%	-$8.03K	0.05%	173
2025 Q1	$309K	Sell	1,671 -33	-2%	-$6.1K	0.06%	183
2024 Q4	$339K	Sell	1,704 -100	-6%	-$19.9K	0.06%	176
2024 Q3	$387K	Hold	1,804	–	–	0.07%	168
2024 Q2	$289K	Hold	1,804	–	–	0.06%	170
2024 Q1	$264K	Sell	1,804 -35	-2%	-$5.13K	0.06%	173
2023 Q4	$252K	Sell	1,839 -16	-0.9%	-$2.19K	0.06%	170
2023 Q3	$235K	Sell	1,855 -1,807	-49%	-$228K	0.06%	166
2023 Q2	$453K	Sell	3,662 -2,238	-38%	-$277K	0.12%	126
2023 Q1	$705K	Hold	5,900	–	–	0.19%	109
2022 Q4	$856K	Hold	5,900	–	–	0.25%	95
2022 Q3	$1.04M	Buy	5,900 +3,100	+111%	+$546K	0.35%	75
2022 Q2	$446K	Sell	2,800 -410	-13%	-$65.3K	0.18%	94
2022 Q1	$544K	Sell	3,210 -329	-9%	-$55.8K	0.19%	92
2021 Q4	$544K	Hold	3,539	–	–	0.16%	107
2021 Q3	$529K	Buy	3,539 +131	+4%	+$19.6K	0.18%	104
2021 Q2	$495K	Buy	3,408 +293	+9%	+$42.6K	0.16%	110
2021 Q1	$472K	Hold	3,115	–	–	0.17%	108
2020 Q4	$397K	Sell	3,115 -266	-8%	-$33.9K	0.16%	108
2020 Q3	$311K	Sell	3,381 -934	-22%	-$85.9K	0.14%	109
2020 Q2	$449K	Hold	4,315	–	–	0.22%	88
2020 Q1	$446K	Buy	4,315 +35	+0.8%	+$3.62K	0.26%	85
2019 Q4	$727K	Hold	4,280	–	–	0.19%	74
2019 Q3	$676K	Sell	4,280 -510	-11%	-$80.6K	0.36%	72
2019 Q2	$815K	Sell	4,790 -150	-3%	-$25.5K	0.29%	64
2019 Q1	$776K	Hold	4,940	–	–	0.29%	65
2018 Q4	$707K	Sell	4,940 -445	-8%	-$63.7K	0.43%	61
2018 Q3	$886K	Sell	5,385 -126	-2%	-$20.7K	0.47%	62
2018 Q2	$938K	Buy	5,511 +525	+11%	+$89.4K	0.52%	58
2018 Q1	$919K	Sell	4,986 -100	-2%	-$18.4K	0.53%	60
2017 Q4	$870K	Sell	5,086 -50	-1%	-$8.55K	0.48%	65
2017 Q3	$827K	Buy	5,136 +150	+3%	+$24.2K	0.47%	66
2017 Q2	$807K	Hold	4,986	–	–	0.49%	66
2017 Q1	$763K	Sell	4,986 -1,250	-20%	-$191K	0.5%	65
2016 Q4	$706K	Hold	6,236	–	–	0.51%	57
2016 Q3	$706K	Sell	6,236 -85	-1%	-$9.62K	0.51%	57
2016 Q2	$747K	Buy	+6,321	New	+$747K	0.52%	59