Allworth Financial’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 | $2.86M | Buy |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $441K | Buy |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $128K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $160K | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $74K | Sell |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $108K | Hold |
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|
2019
Q3 | $97K | Sell |
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|
2019
Q2 | $98K | Hold |
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|
2019
Q1 | $112K | Buy |
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|
2018
Q4 | $66K | Hold |
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|
2018
Q3 | $71K | Buy |
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|
2018
Q2 | $37K | Buy |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $29K | Sell |
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|
2017
Q2 | $38K | Sell |
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|
2017
Q1 | $37K | Buy |
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|
2016
Q4 | $36K | Hold |
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|
2016
Q3 | $30K | Hold |
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|
2016
Q2 | $29K | Hold |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $31K | Buy |
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|
2015
Q3 | $22K | Hold |
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|
2015
Q2 | $23K | Hold |
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|
2015
Q1 | $22K | Buy |
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