Affinity Investment Advisors’s Bank of New York Mellon BK Stock Holding History

Affinity Investment Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Sell
2025 Q1	$1.03M	Buy
2024 Q4	$861K	Sell
2024 Q3	$1.17M	Hold
2024 Q2	$973K	Buy
2024 Q1	$618K	Buy
2023 Q4	–	Sell
2023 Q3	$284K	Sell
2023 Q2	$388K	Buy