Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $290K | Buy |
1,402
+220
| +19% | +$47.4K | ﹤0.01% | 1343 |
|
|
2025
Q4 | $238K | Sell |
1,182
-686
| -37% | -$131K | ﹤0.01% | 1420 |
|
|
2025
Q3 | $369K | Sell |
1,868
-4,361
| -70% | -$856K | ﹤0.01% | 1152 |
|
|
2025
Q2 | $1.21M | Sell |
6,229
-25
| -0.4% | -$4.41K | 0.02% | 628 |
|
|
2025
Q1 | $1.12M | Buy |
6,254
+2,661
| +74% | +$505K | 0.02% | 619 |
|
|
2024
Q4 | $676K | Sell |
3,593
-578
| -14% | -$115K | 0.01% | 822 |
|
|
2024
Q3 | $743K | Buy |
4,171
+562
| +16% | +$93.2K | 0.01% | 786 |
|
|
2024
Q2 | $546K | Sell |
3,609
-648
| -15% | -$94.7K | 0.01% | 873 |
|
|
2024
Q1 | $619K | Sell |
4,257
-404
| -9% | -$56K | 0.01% | 812 |
|
|
2023
Q4 | $639K | Sell |
4,661
-1,379
| -23% | -$173K | 0.01% | 780 |
|
|
2023
Q3 | $764K | Sell |
6,040
-145
| -2% | -$18.9K | 0.02% | 660 |
|
|
2023
Q2 | $766K | Buy |
6,185
+458
| +8% | +$55.4K | 0.02% | 617 |
|
|
2023
Q1 | $685K | Sell |
5,727
-741
| -11% | -$108K | 0.02% | 584 |
|
|
2022
Q4 | $938K | Sell |
6,468
-382
| -6% | -$62.8K | 0.02% | 525 |
|
|
2022
Q3 | $1.21M | Sell |
6,850
-841
| -11% | -$149K | 0.03% | 433 |
|
|
2022
Q2 | $1.23M | Buy |
+7,691
| New | +$1.29M | 0.03% | 448 |
|
|
2021
Q4 | – | Sell |
-2,013
| Closed | -$301K | – | 1284 |
|
|
2021
Q3 | $301K | Buy |
2,013
+144
| +8% | +$20K | 0.01% | 944 |
|
|
2021
Q2 | $272K | Sell |
1,869
-20
| -1% | -$3.12K | 0.01% | 1010 |
|
|
2021
Q1 | $286K | Buy |
1,889
+68
| +4% | +$10K | 0.01% | 901 |
|
|
2020
Q4 | $232K | Buy |
+1,821
| New | +$207K | 0.01% | 951 |
|
|
2020
Q1 | – | Sell |
-1,348
| Closed | -$229K | – | 996 |
|
|
2019
Q4 | $229K | Hold |
1,348
| – | – | 0.01% | 859 |
|
|
2019
Q3 | $213K | Sell |
1,348
-149
| -10% | -$23.5K | 0.01% | 864 |
|
|
2019
Q2 | $255K | Buy |
1,497
+17
| +1% | +$2.82K | 0.01% | 789 |
|
|
2019
Q1 | $232K | Sell |
1,480
-150
| -9% | -$24.6K | 0.01% | 811 |
|
|
2018
Q4 | $233K | Sell |
1,630
-73
| -4% | -$11.7K | 0.01% | 748 |
|
|
2018
Q3 | $280K | Buy |
+1,703
| New | +$295K | 0.01% | 734 |
|
|
2018
Q2 | – | Sell |
-438
| Closed | -$81K | – | 1969 |
|
|
2018
Q1 | $81K | Sell |
438
-9
| -2% | -$1.68K | ﹤0.01% | 1316 |
|
|
2017
Q4 | $77K | Buy |
+447
| New | +$74.2K | ﹤0.01% | 1308 |
|
|
2016
Q1 | – | Sell |
-4,239
| Closed | -$514K | – | 624 |
|
|
2015
Q4 | $514K | Sell |
4,239
-222
| -5% | -$27.1K | 0.04% | 299 |
|
|
2015
Q3 | $544K | Buy |
4,461
+469
| +12% | +$58.6K | 0.07% | 236 |
|
|
2015
Q2 | $499K | Sell |
3,992
-555
| -12% | -$68.3K | 0.06% | 257 |
|
|
2015
Q1 | $577K | Buy |
4,547
+446
| +11% | +$54K | 0.07% | 259 |
|
|
2014
Q4 | $515K | Sell |
4,101
-1,303
| -24% | -$160K | 0.09% | 235 |
|
|
2014
Q3 | $666K | Buy |
+5,404
| New | +$665K | 0.16% | 130 |
|
Other funds holding MTB
VCM
VPM
