USA Financial Formulas’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 | – | Sell |
-1,288
| Closed | -$230K | – | 324 |
|
2025
Q1 | $230K | Sell |
1,288
-4,531
| -78% | -$810K | 0.04% | 123 |
|
2024
Q4 | $1.09M | Sell |
5,819
-765
| -12% | -$144K | 0.17% | 59 |
|
2024
Q3 | $1.17M | Buy |
+6,584
| New | +$1.17M | 0.18% | 51 |
|
2022
Q3 | – | Sell |
-5,081
| Closed | -$810K | – | 372 |
|
2022
Q2 | $810K | Buy |
+5,081
| New | +$810K | 1.01% | 39 |
|
2018
Q3 | – | Sell |
-2,055
| Closed | -$379K | – | 354 |
|
2018
Q2 | $379K | Sell |
2,055
-17
| -0.8% | -$3.14K | 0.09% | 200 |
|
2018
Q1 | $382K | Buy |
+2,072
| New | +$382K | 0.09% | 198 |
|