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Sigma Planning Corp’s M&T Bank MTB Stock Holding History

Sigma Planning Corp’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$480K Sell
2,322
-24
-1% -$5.17K 0.01% 851
2025
Q4 		$473K Sell
2,346
-754
-24% -$144K 0.01% 811
2025
Q3 		$613K Sell
3,100
-261
-8% -$51.2K 0.02% 726
2025
Q2 		$652K Buy
3,361
+589
+21% +$104K 0.02% 675
2025
Q1 		$496K Sell
2,772
-26
-0.9% -$4.93K 0.02% 745
2024
Q4 		$526K Sell
2,798
-136
-5% -$27K 0.02% 727
2024
Q3 		$523K Sell
2,934
-48
-2% -$7.96K 0.02% 725
2024
Q2 		$451K Sell
2,982
-107
-3% -$15.6K 0.01% 767
2024
Q1 		$449K Buy
3,089
+1,577
+104% +$218K 0.01% 802
2023
Q4 		$207K Sell
1,512
-862
-36% -$108K 0.02% 773
2023
Q3 		$300K Buy
2,374
+27
+1% +$3.52K 0.01% 922
2023
Q2 		$290K Buy
+2,347
New +$284K 0.01% 946
2022
Q4 		– Sell
-1,349
Closed -$238K – 1314
2022
Q3 		$238K Sell
1,349
-121
-8% -$21.4K 0.01% 1041
2022
Q2 		$234K Buy
+1,470
New +$247K 0.01% 1101

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