Stephens Inc’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 | – | Sell |
-1,161
| Closed | -$218K | – | 1288 |
|
2024
Q4 | $218K | Sell |
1,161
-51
| -4% | -$9.59K | ﹤0.01% | 1139 |
|
2024
Q3 | $216K | Sell |
1,212
-200
| -14% | -$35.6K | ﹤0.01% | 1169 |
|
2024
Q2 | $214K | Buy |
+1,412
| New | +$214K | ﹤0.01% | 1134 |
|
2023
Q1 | – | Sell |
-1,482
| Closed | -$215K | – | 1228 |
|
2022
Q4 | $215K | Sell |
1,482
-4,168
| -74% | -$605K | ﹤0.01% | 982 |
|
2022
Q3 | $996K | Buy |
5,650
+307
| +6% | +$54.1K | 0.02% | 523 |
|
2022
Q2 | $852K | Buy |
+5,343
| New | +$852K | 0.02% | 569 |
|
2022
Q1 | – | Sell |
-1,442
| Closed | -$221K | – | 1367 |
|
2021
Q4 | $221K | Buy |
+1,442
| New | +$221K | ﹤0.01% | 1165 |
|
2018
Q3 | – | Sell |
-3,085
| Closed | -$525K | – | 1172 |
|
2018
Q2 | $525K | Buy |
3,085
+206
| +7% | +$35.1K | 0.02% | 594 |
|
2018
Q1 | $531K | Buy |
2,879
+511
| +22% | +$94.2K | 0.02% | 494 |
|
2017
Q4 | $405K | Buy |
2,368
+838
| +55% | +$143K | 0.02% | 518 |
|
2017
Q3 | $246K | Buy |
+1,530
| New | +$246K | 0.01% | 619 |
|