Advisornet Financial’s Bank of New York Mellon BK Stock Holding History

Advisornet Financial’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.93M	Buy	43,150 +68	+0.2%	+$6.2K	0.25%	78
2025 Q1	$3.61M	Sell	43,082 -1,725	-4%	-$145K	0.27%	80
2024 Q4	$3.44M	Sell	44,807 -3,903	-8%	-$300K	0.29%	82
2024 Q3	$3.5M	Buy	48,710 +201	+0.4%	+$14.4K	0.26%	90
2024 Q2	$2.91M	Buy	48,509 +118	+0.2%	+$7.07K	0.26%	94
2024 Q1	$2.79M	Sell	48,391 -32	-0.1%	-$1.84K	0.27%	91
2023 Q4	$2.52M	Buy	48,423 +1,057	+2%	+$55K	0.23%	107
2023 Q3	$2.02M	Sell	47,366 -2,784	-6%	-$119K	0.18%	119
2023 Q2	$2.23M	Sell	50,150 -334	-0.7%	-$14.9K	0.19%	125
2023 Q1	$2.29M	Sell	50,484 -460	-0.9%	-$20.9K	0.21%	113
2022 Q4	$2.32M	Buy	50,944 +420	+0.8%	+$19.1K	0.23%	104
2022 Q3	$1.95M	Sell	50,524 -596	-1%	-$23K	0.19%	122
2022 Q2	$2.13M	Buy	51,120 +4,452	+10%	+$186K	0.21%	117
2022 Q1	$2.32M	Buy	46,668 +1,022	+2%	+$50.7K	0.14%	141
2021 Q4	$2.65M	Buy	45,646 +414	+0.9%	+$24K	0.16%	122
2021 Q3	$2.35M	Sell	45,232 -661	-1%	-$34.3K	0.16%	123
2021 Q2	$2.35M	Sell	45,893 -539	-1%	-$27.6K	0.16%	136
2021 Q1	$2.2M	Buy	46,432 +1,720	+4%	+$81.3K	0.16%	142
2020 Q4	$1.9M	Sell	44,712 -4,274	-9%	-$181K	0.15%	141
2020 Q3	$1.68M	Buy	48,986 +3,853	+9%	+$132K	0.14%	151
2020 Q2	$1.74M	Buy	45,133 +4,991	+12%	+$193K	0.14%	150
2020 Q1	$1.35M	Buy	40,142 +6,421	+19%	+$216K	0.12%	150
2019 Q4	$1.7M	Sell	33,721 -562	-2%	-$28.3K	0.14%	142
2019 Q3	$1.55M	Buy	34,283 +4,009	+13%	+$181K	0.14%	146
2019 Q2	$1.34M	Sell	30,274 -1,660	-5%	-$73.3K	0.15%	139
2019 Q1	$1.61M	Buy	31,934 +2,543	+9%	+$128K	0.2%	116
2018 Q4	$1.38M	Buy	29,391 +3,962	+16%	+$186K	0.19%	114
2018 Q3	$1.3M	Buy	25,429 +3,190	+14%	+$163K	0.16%	128
2018 Q2	$1.2M	Buy	22,239 +4,005	+22%	+$216K	0.16%	123
2018 Q1	$940K	Buy	18,234 +17,529	+2,486%	+$904K	0.13%	141
2017 Q4	$38K	Buy	+705	New	+$38K	0.01%	709