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