Strategic Financial Services’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 | $2.74M | Sell |
14,139
-305
| -2% | -$59.2K | 0.15% | 37 |
|
|
2025
Q1 | $2.58M | Sell |
14,444
-157
| -1% | -$28.1K | 0.15% | 38 |
|
|
2024
Q4 | $2.75M | Sell |
14,601
-300
| -2% | -$56.4K | 0.16% | 38 |
|
|
2024
Q3 | $2.65M | Hold |
14,901
| – | – | 0.16% | 39 |
|
|
2024
Q2 | $2.26M | Sell |
14,901
-796
| -5% | -$120K | 0.14% | 39 |
|
|
2024
Q1 | $2.28M | Sell |
15,697
-519
| -3% | -$75.5K | 0.15% | 39 |
|
|
2023
Q4 | $2.22M | Sell |
16,216
-1,111
| -6% | -$152K | 0.16% | 38 |
|
|
2023
Q3 | $2.19M | Sell |
17,327
-89
| -0.5% | -$11.3K | 0.17% | 39 |
|
|
2023
Q2 | $2.35M | Sell |
17,416
-1,907
| -10% | -$258K | 0.18% | 40 |
|
|
2023
Q1 | $2.31M | Sell |
19,323
-2,451
| -11% | -$293K | 0.18% | 40 |
|
|
2022
Q4 | $3.16M | Sell |
21,774
-1,371
| -6% | -$199K | 0.25% | 30 |
|
|
2022
Q3 | $4.08M | Sell |
23,145
-675
| -3% | -$119K | 0.36% | 22 |
|
|
2022
Q2 | $3.8M | Sell |
23,820
-829
| -3% | -$132K | 0.32% | 26 |
|
|
2022
Q1 | $4.18M | Buy |
24,649
+84
| +0.3% | +$14.2K | 0.32% | 27 |
|
|
2021
Q4 | $3.77M | Sell |
24,565
-468
| -2% | -$71.9K | 0.28% | 41 |
|
|
2021
Q3 | $3.74M | Sell |
25,033
-2,074
| -8% | -$310K | 0.3% | 35 |
|
|
2021
Q2 | $3.94M | Sell |
27,107
-523
| -2% | -$76K | 0.31% | 32 |
|
|
2021
Q1 | $4.19M | Sell |
27,630
-3,800
| -12% | -$576K | 0.35% | 34 |
|
|
2020
Q4 | $4M | Sell |
31,430
-1,229
| -4% | -$156K | 0.36% | 38 |
|
|
2020
Q3 | $3.01M | Sell |
32,659
-1,909
| -6% | -$176K | 0.31% | 45 |
|
|
2020
Q2 | $3.59M | Sell |
34,568
-1,344
| -4% | -$140K | 0.4% | 34 |
|
|
2020
Q1 | $3.71M | Sell |
35,912
-3,843
| -10% | -$397K | 0.5% | 35 |
|
|
2019
Q4 | $6.75M | Sell |
39,755
-4,847
| -11% | -$823K | 0.78% | 28 |
|
|
2019
Q3 | $7.05M | Sell |
44,602
-1,628
| -4% | -$257K | 0.9% | 28 |
|
|
2019
Q2 | $7.86M | Sell |
46,230
-715
| -2% | -$122K | 1.04% | 20 |
|
|
2019
Q1 | $7.37M | Sell |
46,945
-560
| -1% | -$87.9K | 1.02% | 21 |
|
|
2018
Q4 | $6.8M | Buy |
47,505
+8,472
| +22% | +$1.21M | 1.06% | 18 |
|
|
2018
Q3 | $6.42M | Sell |
39,033
-943
| -2% | -$155K | 0.96% | 20 |
|
|
2018
Q2 | $6.8M | Buy |
39,976
+141
| +0.4% | +$24K | 1.05% | 14 |
|
|
2018
Q1 | $7.34M | Buy |
39,835
+67
| +0.2% | +$12.4K | 1.19% | 11 |
|
|
2017
Q4 | $6.8M | Sell |
39,768
-127
| -0.3% | -$21.7K | 1.08% | 12 |
|
|
2017
Q3 | $6.43M | Sell |
39,895
-1,280
| -3% | -$206K | 1.06% | 15 |
|
|
2017
Q2 | $6.67M | Buy |
41,175
+110
| +0.3% | +$17.8K | 1.17% | 11 |
|
|
2017
Q1 | $6.35M | Sell |
41,065
-687
| -2% | -$106K | 1.16% | 11 |
|
|
2016
Q4 | $6.53M | Sell |
41,752
-2,395
| -5% | -$375K | 1.25% | 12 |
|
|
2016
Q3 | $5.13M | Buy |
44,147
+216
| +0.5% | +$25.1K | 1.02% | 14 |
|
|
2016
Q2 | $5.03M | Buy |
43,931
+4
| +0% | +$458 | 1.01% | 15 |
|
|
2016
Q1 | $4.88M | Buy |
43,927
+963
| +2% | +$107K | 1.13% | 12 |
|
|
2015
Q4 | $5.21M | Sell |
42,964
-590
| -1% | -$71.5K | 1.37% | 10 |
|
|
2015
Q3 | $5.31M | Buy |
43,554
+1,941
| +5% | +$237K | 1.47% | 12 |
|
|
2015
Q2 | $5.2M | Sell |
41,613
-127
| -0.3% | -$15.9K | 1.46% | 10 |
|
|
2015
Q1 | $5.3M | Buy |
41,740
+1,030
| +3% | +$131K | 1.37% | 13 |
|
|
2014
Q4 | $5.11M | Sell |
40,710
-960
| -2% | -$121K | 1.39% | 9 |
|
|
2014
Q3 | $5.14M | Sell |
41,670
-116
| -0.3% | -$14.3K | 1.43% | 12 |
|
|
2014
Q2 | $5.18M | Buy |
41,786
+4,265
| +11% | +$529K | 1.44% | 11 |
|
|
2014
Q1 | $4.55M | Buy |
37,521
+503
| +1% | +$61K | 1.33% | 11 |
|
|
2013
Q4 | $4.31M | Sell |
37,018
-1,305
| -3% | -$152K | 1.37% | 12 |
|
|
2013
Q3 | $4.29M | Buy |
38,323
+12,661
| +49% | +$1.42M | 1.44% | 11 |
|
|
2013
Q2 | $2.87M | Buy |
+25,662
| New | +$2.87M | 1.01% | 29 |
|