Aft Forsyth & Sober’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.73M Buy
2024
Q4
$2.48M Hold
2024
Q3
$2.32M Hold
2024
Q2
$1.93M Hold
2024
Q1
$1.86M Hold
2023
Q4
$1.68M Hold
2023
Q3
$1.38M Hold
2023
Q2
$1.44M Hold
2023
Q1
$1.47M Hold
2022
Q4
$1.47M Hold
2022
Q3
$1.24M Hold
2022
Q2
$1.34M Sell
2022
Q1
$1.68M Buy