Stonebridge Financial Group’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	–	Sell	-842	Closed	-$150K	–	661
2025 Q1	$150K	Buy	842 +45	+6%	+$8.04K	0.02%	248
2024 Q4	$150K	Buy	+797	New	+$150K	0.02%	248