Steward Partners Investment Advisory’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
Q2 | $1.07M | Sell |
5,520
-835
| -13% | -$162K | 0.01% | 965 |
|
|
2025
Q1 | $1.14M | Sell |
6,355
-993
| -14% | -$177K | 0.01% | 869 |
|
|
2024
Q4 | $1.38M | Sell |
7,348
-119
| -2% | -$22.4K | 0.01% | 759 |
|
|
2024
Q3 | $1.33M | Buy |
7,467
+3,379
| +83% | +$602K | 0.01% | 756 |
|
|
2024
Q2 | $619K | Buy |
4,088
+34
| +0.8% | +$5.15K | 0.01% | 968 |
|
|
2024
Q1 | $590K | Buy |
4,054
+158
| +4% | +$23K | 0.01% | 988 |
|
|
2023
Q4 | $534K | Buy |
3,896
+346
| +10% | +$47.4K | 0.01% | 969 |
|
|
2023
Q3 | $449K | Sell |
3,550
-95
| -3% | -$12K | 0.01% | 962 |
|
|
2023
Q2 | $451K | Sell |
3,645
-280
| -7% | -$34.7K | 0.01% | 972 |
|
|
2023
Q1 | $469K | Sell |
3,925
-197
| -5% | -$23.6K | 0.01% | 952 |
|
|
2022
Q4 | $598K | Sell |
4,122
-59
| -1% | -$8.56K | 0.01% | 831 |
|
|
2022
Q3 | $737K | Buy |
4,181
+95
| +2% | +$16.7K | 0.01% | 731 |
|
|
2022
Q2 | $651K | Buy |
4,086
+2,797
| +217% | +$446K | 0.01% | 774 |
|
|
2022
Q1 | $218K | Sell |
1,289
-392
| -23% | -$66.3K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $258K | Buy |
1,681
+6
| +0.4% | +$921 | ﹤0.01% | 1207 |
|
|
2021
Q3 | $250K | Buy |
1,675
+369
| +28% | +$55.1K | ﹤0.01% | 1178 |
|
|
2021
Q2 | $190K | Sell |
1,306
-574
| -31% | -$83.5K | ﹤0.01% | 1584 |
|
|
2021
Q1 | $285K | Buy |
1,880
+169
| +10% | +$25.6K | 0.01% | 1113 |
|
|
2020
Q4 | $218K | Sell |
1,711
-3
| -0.2% | -$382 | ﹤0.01% | 1039 |
|
|
2020
Q3 | $158K | Buy |
1,714
+373
| +28% | +$34.4K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $139K | Buy |
1,341
+282
| +27% | +$29.2K | ﹤0.01% | 1006 |
|
|
2020
Q1 | $109K | Buy |
1,059
+681
| +180% | +$70.1K | ﹤0.01% | 971 |
|
|
2019
Q4 | $64K | Sell |
378
-12
| -3% | -$2.03K | ﹤0.01% | 1302 |
|
|
2019
Q3 | $61K | Sell |
390
-75
| -16% | -$11.7K | ﹤0.01% | 1278 |
|
|
2019
Q2 | $79K | Buy |
+465
| New | +$79K | ﹤0.01% | 1150 |
|
|
2018
Q4 | – | Sell |
-149
| Closed | -$25K | – | 1619 |
|
|
2018
Q3 | $25K | Buy |
149
+58
| +64% | +$9.73K | ﹤0.01% | 1463 |
|
|
2018
Q2 | $15K | Buy |
91
+67
| +279% | +$11K | ﹤0.01% | 1581 |
|
|
2018
Q1 | $4K | Sell |
24
-250
| -91% | -$41.7K | ﹤0.01% | 1856 |
|
|
2017
Q4 | $46K | Buy |
274
+250
| +1,042% | +$42K | ﹤0.01% | 859 |
|
|
2017
Q3 | $3K | Sell |
24
-4
| -14% | -$500 | ﹤0.01% | 1414 |
|
|
2017
Q2 | $4K | Sell |
28
-51
| -65% | -$7.29K | ﹤0.01% | 1280 |
|
|
2017
Q1 | $12K | Buy |
79
+55
| +229% | +$8.35K | ﹤0.01% | 892 |
|
|
2016
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 720 |
|