Transamerica Financial Advisors’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 | $2.94K | Sell |
16
-12
| -43% | -$2.2K | ﹤0.01% | 372 |
|
|
2025
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 363 |
|
|
2024
Q4 | $6K | Sell |
28
-1
| -3% | -$214 | ﹤0.01% | 350 |
|
|
2024
Q3 | $6K | Sell |
29
-4,602
| -99% | -$952K | ﹤0.01% | 344 |
|
|
2024
Q2 | $701K | Hold |
4,631
| – | – | 0.07% | 161 |
|
|
2024
Q1 | $674K | Sell |
4,631
-349
| -7% | -$50.8K | 0.07% | 179 |
|
|
2023
Q4 | $683K | Sell |
4,980
-3,257
| -40% | -$447K | 0.09% | 146 |
|
|
2023
Q3 | $1.04M | Sell |
8,237
-637
| -7% | -$80.6K | 0.14% | 122 |
|
|
2023
Q2 | $1.1M | Buy |
8,874
+1,418
| +19% | +$176K | 0.14% | 133 |
|
|
2023
Q1 | $892K | Buy |
7,456
+255
| +4% | +$30.5K | 0.12% | 139 |
|
|
2022
Q4 | $1.05M | Buy |
7,201
+2,161
| +43% | +$314K | 0.15% | 127 |
|
|
2022
Q3 | $889K | Buy |
5,040
+525
| +12% | +$92.6K | 0.13% | 124 |
|
|
2022
Q2 | $720K | Buy |
4,515
+4,511
| +112,775% | +$719K | 0.1% | 142 |
|
|
2022
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | 0.04% | 92 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | 0.03% | 101 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | 0.03% | 100 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | 0.02% | 159 |
|
|
2016
Q1 | – | Sell |
-1
| Closed | -$1K | – | 827 |
|
|
2015
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 771 |
|
|
2015
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 768 |
|
|
2015
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 830 |
|
|
2015
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 825 |
|
|
2014
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 670 |
|
|
2014
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 633 |
|
|
2014
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 639 |
|
|
2014
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 604 |
|
|
2013
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 574 |
|
|
2013
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 571 |
|
|
2013
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 543 |
|