Aptus Capital Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
11,405
+2,863
| +34% | +$261K | 0.01% | 520 |
|
|
2025
Q1 | $716K | Buy |
8,542
+280
| +3% | +$23.5K | 0.01% | 564 |
|
|
2024
Q4 | $635K | Buy |
8,262
+1,597
| +24% | +$123K | 0.01% | 567 |
|
|
2024
Q3 | $479K | Buy |
6,665
+271
| +4% | +$19.5K | 0.01% | 546 |
|
|
2024
Q2 | $383K | Buy |
6,394
+412
| +7% | +$24.7K | 0.01% | 560 |
|
|
2024
Q1 | $345K | Buy |
5,982
+1,901
| +47% | +$110K | 0.01% | 588 |
|
|
2023
Q4 | $212K | Buy |
+4,081
| New | +$212K | 0.01% | 538 |
|