SOA Wealth Advisors’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $68K | Buy |
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|
2025
Q2 | $66.3K | Buy |
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|
2025
Q1 | $60.8K | Buy |
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|
2024
Q4 | $63.5K | Buy |
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|
2024
Q3 | $59.8K | Buy |
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|
2024
Q2 | $50.5K | Buy |
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|
2024
Q1 | $48.4K | Buy |
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|
2023
Q4 | $45.4K | Buy |
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|
2023
Q3 | $41.8K | Buy |
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|
2023
Q2 | $40.8K | Buy |
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|
2023
Q1 | $39.2K | Buy |
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|
2022
Q4 | $47.5K | Sell |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q3 | $49K | Buy |
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|
2021
Q2 | $44K | Sell |
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|
2021
Q1 | $50K | Sell |
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|
2020
Q4 | $48K | Buy |
|