United Capital 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 | $2.41M | Buy |
12,442
+8,602
| +224% | +$1.67M | 0.02% | 403 |
|
|
2025
Q1 | $686K | Buy |
3,840
+122
| +3% | +$21.8K | 0.01% | 648 |
|
|
2024
Q4 | $699K | Sell |
3,718
-44
| -1% | -$8.27K | 0.01% | 635 |
|
|
2024
Q3 | $670K | Buy |
3,762
+73
| +2% | +$13K | 0.01% | 651 |
|
|
2024
Q2 | $558K | Sell |
3,689
-94
| -2% | -$14.2K | ﹤0.01% | 674 |
|
|
2024
Q1 | $550K | Sell |
3,783
-196
| -5% | -$28.5K | ﹤0.01% | 709 |
|
|
2023
Q4 | $545K | Sell |
3,979
-7,231
| -65% | -$991K | ﹤0.01% | 701 |
|
|
2023
Q3 | $1.42M | Buy |
11,210
+3,200
| +40% | +$405K | 0.01% | 461 |
|
|
2023
Q2 | $991K | Sell |
8,010
-69
| -0.9% | -$8.54K | 0.01% | 549 |
|
|
2023
Q1 | $966K | Buy |
8,079
+1,030
| +15% | +$123K | 0.01% | 585 |
|
|
2022
Q4 | $1.02M | Sell |
7,049
-5,732
| -45% | -$831K | 0.01% | 607 |
|
|
2022
Q3 | $2.25M | Sell |
12,781
-889
| -7% | -$157K | 0.01% | 452 |
|
|
2022
Q2 | $2.18M | Sell |
13,670
-421
| -3% | -$67.1K | 0.01% | 475 |
|
|
2022
Q1 | $2.39M | Sell |
14,091
-1,285
| -8% | -$218K | 0.01% | 483 |
|
|
2021
Q4 | $2.36M | Buy |
15,376
+829
| +6% | +$127K | 0.01% | 499 |
|
|
2021
Q3 | $2.17M | Sell |
14,547
-1,025
| -7% | -$153K | 0.01% | 507 |
|
|
2021
Q2 | $2.26M | Sell |
15,572
-1,190
| -7% | -$173K | 0.01% | 512 |
|
|
2021
Q1 | $2.54M | Buy |
16,762
+4,559
| +37% | +$691K | 0.01% | 462 |
|
|
2020
Q4 | $1.55M | Buy |
12,203
+3,277
| +37% | +$417K | 0.01% | 562 |
|
|
2020
Q3 | $822K | Buy |
8,926
+5,828
| +188% | +$537K | 0.01% | 704 |
|
|
2020
Q2 | $322K | Buy |
3,098
+448
| +17% | +$46.6K | ﹤0.01% | 978 |
|
|
2020
Q1 | $274K | Sell |
2,650
-980
| -27% | -$101K | ﹤0.01% | 988 |
|
|
2019
Q4 | $616K | Buy |
3,630
+836
| +30% | +$142K | ﹤0.01% | 924 |
|
|
2019
Q3 | $441K | Sell |
2,794
-503
| -15% | -$79.4K | ﹤0.01% | 973 |
|
|
2019
Q2 | $561K | Buy |
3,297
+28
| +0.9% | +$4.76K | ﹤0.01% | 1000 |
|
|
2019
Q1 | $513K | Buy |
3,269
+104
| +3% | +$16.3K | ﹤0.01% | 964 |
|
|
2018
Q4 | $453K | Buy |
3,165
+138
| +5% | +$19.8K | ﹤0.01% | 952 |
|
|
2018
Q3 | $498K | Sell |
3,027
-45
| -1% | -$7.4K | ﹤0.01% | 972 |
|
|
2018
Q2 | $523K | Buy |
3,072
+78
| +3% | +$13.3K | ﹤0.01% | 933 |
|
|
2018
Q1 | $552K | Buy |
2,994
+394
| +15% | +$72.6K | ﹤0.01% | 933 |
|
|
2017
Q4 | $445K | Buy |
2,600
+87
| +3% | +$14.9K | ﹤0.01% | 992 |
|
|
2017
Q3 | $405K | Sell |
2,513
-185
| -7% | -$29.8K | ﹤0.01% | 1025 |
|
|
2017
Q2 | $437K | Sell |
2,698
-130
| -5% | -$21.1K | ﹤0.01% | 964 |
|
|
2017
Q1 | $438K | Buy |
2,828
+132
| +5% | +$20.4K | ﹤0.01% | 945 |
|
|
2016
Q4 | $422K | Sell |
2,696
-893
| -25% | -$140K | ﹤0.01% | 971 |
|
|
2016
Q3 | $417K | Buy |
3,589
+923
| +35% | +$107K | ﹤0.01% | 1005 |
|
|
2016
Q2 | $315K | Buy |
2,666
+159
| +6% | +$18.8K | ﹤0.01% | 1024 |
|
|
2016
Q1 | $278K | Sell |
2,507
-587
| -19% | -$65.1K | ﹤0.01% | 1022 |
|
|
2015
Q4 | $375K | Sell |
3,094
-1,241
| -29% | -$150K | ﹤0.01% | 960 |
|
|
2015
Q3 | $529K | Sell |
4,335
-422
| -9% | -$51.5K | 0.01% | 876 |
|
|
2015
Q2 | $594K | Buy |
4,757
+2,457
| +107% | +$307K | 0.01% | 853 |
|
|
2015
Q1 | $275K | Buy |
2,300
+15
| +0.7% | +$1.79K | ﹤0.01% | 1095 |
|
|
2014
Q4 | $287K | Buy |
2,285
+605
| +36% | +$76K | ﹤0.01% | 986 |
|
|
2014
Q3 | $207K | Buy |
+1,680
| New | +$207K | ﹤0.01% | 1043 |
|