Transamerica Financial Advisors’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	$19.3K	Buy	93 +50	+116%	+$10.8K	﹤0.01%	811
2025 Q4	$8.58K	Buy	43 +19	+79%	+$3.63K	﹤0.01%	870
2025 Q3	$4.57K	Buy	24 +8	+50%	+$1.57K	﹤0.01%	890
2025 Q2	$2.94K	Sell	16 -12	-43%	-$2.12K	﹤0.01%	372
2025 Q1	$5K	Hold	28	–	–	﹤0.01%	363
2024 Q4	$6K	Sell	28 -1	-3%	-$199	﹤0.01%	350
2024 Q3	$6K	Sell	29 -4,602	-99%	-$763K	﹤0.01%	344
2024 Q2	$701K	Hold	4,631	–	–	0.07%	161
2024 Q1	$674K	Sell	4,631 -349	-7%	-$48.4K	0.07%	179
2023 Q4	$683K	Sell	4,980 -3,257	-40%	-$409K	0.09%	146
2023 Q3	$1.04M	Sell	8,237 -637	-7%	-$83.1K	0.14%	122
2023 Q2	$1.1M	Buy	8,874 +1,418	+19%	+$172K	0.14%	133
2023 Q1	$892K	Buy	7,456 +255	+4%	+$37K	0.12%	139
2022 Q4	$1.04M	Buy	7,201 +2,161	+43%	+$355K	0.15%	127
2022 Q3	$889K	Buy	5,040 +525	+12%	+$92.9K	0.13%	124
2022 Q2	$720K	Buy	4,515 +4,511	+112,775%	+$758K	0.1%	142
2022 Q1	$1K	Sell	4 -1	-20%	-$176	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	+$781	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%	640
2014 Q1	$1K	Hold	1	–	–	﹤0.01%	604
2013 Q4	$1K	Hold	1	–	–	﹤0.01%	575
2013 Q3	$1K	Hold	1	–	–	﹤0.01%	572
2013 Q2	$1K	Buy	+1	New	+$103	﹤0.01%	545