Summit Securities 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 | $21.1K | Buy |
+109
| New | +$21.1K | ﹤0.01% | 587 |
|
|
2023
Q3 | – | Sell |
-217
| Closed | -$27K | – | 700 |
|
|
2023
Q2 | $27K | Sell |
217
-115
| -35% | -$14.3K | ﹤0.01% | 433 |
|
|
2023
Q1 | $40K | Buy |
332
+157
| +90% | +$18.9K | ﹤0.01% | 343 |
|
|
2022
Q4 | $25K | Buy |
+175
| New | +$25K | ﹤0.01% | 630 |
|
|
2022
Q3 | – | Sell |
-775
| Closed | -$124K | – | 850 |
|
|
2022
Q2 | $124K | Buy |
775
+722
| +1,362% | +$116K | 0.02% | 241 |
|
|
2022
Q1 | $9K | Buy |
+53
| New | +$9K | ﹤0.01% | 621 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$112K | – | 462 |
|
|
2013
Q3 | $112K | Buy |
1,000
+900
| +900% | +$101K | 0.04% | 149 |
|
|
2013
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 252 |
|