Allegheny Financial Group’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 | $1.1M | Buy |
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|
2025
Q1 | $999K | Sell |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $857K | Buy |
|
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|
2024
Q2 | $685K | Buy |
|
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|
2024
Q1 | $638K | Sell |
|
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $456K | Buy |
|
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $480K | Buy |
|
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|
2022
Q4 | $462K | Buy |
|
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|
2022
Q3 | $370K | Hold |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $477K | Sell |
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|
2021
Q4 | $570K | Sell |
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|
2021
Q3 | $518K | Sell |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $472K | Sell |
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|
2020
Q4 | $425K | Buy |
|