Sheaff Brock Investment 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
Q1 | $928K | Buy |
5,190
+2
| +0% | +$358 | 0.09% | 178 |
|
|
2024
Q4 | $975K | Buy |
5,188
+63
| +1% | +$11.8K | 0.08% | 168 |
|
|
2024
Q3 | $913K | Buy |
5,125
+1,000
| +24% | +$178K | 0.08% | 177 |
|
|
2024
Q2 | $624K | Hold |
4,125
| – | – | 0.06% | 219 |
|
|
2024
Q1 | $600K | Hold |
4,125
| – | – | 0.04% | 259 |
|
|
2023
Q4 | $565K | Hold |
4,125
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $522K | Sell |
4,125
-37
| -0.9% | -$4.68K | 0.05% | 245 |
|
|
2023
Q2 | $515K | Sell |
4,162
-18
| -0.4% | -$2.23K | 0.04% | 253 |
|
|
2023
Q1 | $500K | Sell |
4,180
-161
| -4% | -$19.3K | 0.05% | 256 |
|
|
2022
Q4 | $630K | Buy |
4,341
+157
| +4% | +$22.8K | 0.06% | 211 |
|
|
2022
Q3 | $738K | Hold |
4,184
| – | – | 0.08% | 188 |
|
|
2022
Q2 | $667K | Buy |
4,184
+184
| +5% | +$29.3K | 0.06% | 205 |
|
|
2022
Q1 | $678K | Hold |
4,000
| – | – | 0.05% | 223 |
|
|
2021
Q4 | $614K | Hold |
4,000
| – | – | 0.04% | 237 |
|
|
2021
Q3 | $597K | Hold |
4,000
| – | – | 0.04% | 230 |
|
|
2021
Q2 | $581K | Hold |
4,000
| – | – | 0.04% | 241 |
|
|
2021
Q1 | $606K | Hold |
4,000
| – | – | 0.05% | 221 |
|
|
2020
Q4 | $509K | Hold |
4,000
| – | – | 0.04% | 230 |
|
|
2020
Q3 | $368K | Hold |
4,000
| – | – | 0.03% | 261 |
|
|
2020
Q2 | $416K | Hold |
4,000
| – | – | 0.04% | 233 |
|
|
2020
Q1 | $414K | Hold |
4,000
| – | – | 0.05% | 206 |
|
|
2019
Q4 | $679K | Hold |
4,000
| – | – | 0.07% | 197 |
|
|
2019
Q3 | $632K | Hold |
4,000
| – | – | 0.07% | 201 |
|
|
2019
Q2 | $680K | Hold |
4,000
| – | – | 0.07% | 194 |
|
|
2019
Q1 | $628K | Hold |
4,000
| – | – | 0.08% | 212 |
|
|
2018
Q4 | $573K | Hold |
4,000
| – | – | 0.09% | 207 |
|
|
2018
Q3 | $658K | Hold |
4,000
| – | – | 0.06% | 211 |
|
|
2018
Q2 | $681K | Hold |
4,000
| – | – | 0.07% | 202 |
|
|
2018
Q1 | $737K | Hold |
4,000
| – | – | 0.08% | 187 |
|
|
2017
Q4 | $684K | Hold |
4,000
| – | – | 0.09% | 207 |
|
|
2017
Q3 | $644K | Hold |
4,000
| – | – | 0.08% | 214 |
|
|
2017
Q2 | $648K | Hold |
4,000
| – | – | 0.09% | 231 |
|
|
2017
Q1 | $619K | Hold |
4,000
| – | – | 0.08% | 244 |
|
|
2016
Q4 | $626K | Hold |
4,000
| – | – | 0.08% | 247 |
|
|
2016
Q3 | $464K | Hold |
4,000
| – | – | 0.06% | 277 |
|
|
2016
Q2 | $473K | Hold |
4,000
| – | – | 0.06% | 289 |
|
|
2016
Q1 | $444K | Hold |
4,000
| – | – | 0.05% | 308 |
|
|
2015
Q4 | $485K | Buy |
+4,000
| New | +$485K | 0.05% | 322 |
|