B. Riley Wealth 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 | $1.09M | Buy |
+11,982
| New | +$1.09M | 0.05% | 328 |
|
|
2024
Q4 | $822K | Sell |
10,703
-3
| -0% | -$230 | 0.03% | 520 |
|
|
2024
Q3 | $766K | Sell |
10,706
-748
| -7% | -$53.5K | 0.02% | 578 |
|
|
2024
Q2 | $686K | Sell |
11,454
-3,490
| -23% | -$209K | 0.02% | 679 |
|
|
2024
Q1 | $637K | Buy |
14,944
+1,803
| +14% | +$76.9K | 0.02% | 680 |
|
|
2023
Q4 | $684K | Sell |
13,141
-1,803
| -12% | -$93.8K | 0.02% | 667 |
|
|
2023
Q3 | $637K | Sell |
14,944
-30,429
| -67% | -$1.3M | 0.02% | 680 |
|
|
2023
Q2 | $2.02M | Buy |
45,373
+27,207
| +150% | +$1.21M | 0.05% | 370 |
|
|
2023
Q1 | $825K | Buy |
18,166
+4,083
| +29% | +$186K | 0.02% | 602 |
|
|
2022
Q4 | $641K | Sell |
14,083
-1,259
| -8% | -$57.3K | 0.02% | 694 |
|
|
2022
Q3 | $592K | Buy |
15,342
+2,023
| +15% | +$78.1K | 0.02% | 680 |
|
|
2022
Q2 | $557K | Buy |
13,319
+756
| +6% | +$31.6K | 0.02% | 615 |
|
|
2022
Q1 | $625K | Sell |
12,563
-545
| -4% | -$27.1K | 0.02% | 643 |
|
|
2021
Q4 | $762K | Buy |
13,108
+3,047
| +30% | +$177K | 0.02% | 623 |
|
|
2021
Q3 | $522K | Sell |
10,061
-67
| -0.7% | -$3.48K | 0.02% | 759 |
|
|
2021
Q2 | $519K | Sell |
10,128
-6,377
| -39% | -$327K | 0.02% | 748 |
|
|
2021
Q1 | $782K | Buy |
16,505
+7,616
| +86% | +$361K | 0.03% | 557 |
|
|
2020
Q4 | $378K | Sell |
8,889
-2,764
| -24% | -$118K | 0.02% | 633 |
|
|
2020
Q3 | $401K | Sell |
11,653
-878
| -7% | -$30.2K | 0.02% | 616 |
|
|
2020
Q2 | $486K | Buy |
12,531
+917
| +8% | +$35.6K | 0.03% | 471 |
|
|
2020
Q1 | $392K | Sell |
11,614
-535
| -4% | -$18.1K | 0.03% | 461 |
|
|
2019
Q4 | $614K | Sell |
12,149
-2,268
| -16% | -$115K | 0.05% | 355 |
|
|
2019
Q3 | $653K | Buy |
14,417
+2,982
| +26% | +$135K | 0.06% | 321 |
|
|
2019
Q2 | $506K | Sell |
11,435
-86
| -0.7% | -$3.81K | 0.06% | 372 |
|
|
2019
Q1 | $582K | Sell |
11,521
-482
| -4% | -$24.3K | 0.07% | 288 |
|
|
2018
Q4 | $566K | Sell |
12,003
-33
| -0.3% | -$1.56K | 0.08% | 265 |
|
|
2018
Q3 | $614K | Sell |
12,036
-321
| -3% | -$16.4K | 0.07% | 298 |
|
|
2018
Q2 | $668K | Buy |
12,357
+95
| +0.8% | +$5.14K | 0.09% | 249 |
|
|
2018
Q1 | $633K | Buy |
12,262
+377
| +3% | +$19.5K | 0.09% | 247 |
|
|
2017
Q4 | $641K | Sell |
11,885
-9,572
| -45% | -$516K | 0.09% | 255 |
|
|
2017
Q3 | $1.14M | Buy |
21,457
+2,973
| +16% | +$158K | 0.19% | 129 |
|
|
2017
Q2 | $944K | Buy |
18,484
+75
| +0.4% | +$3.83K | 0.17% | 159 |
|
|
2017
Q1 | $870K | Sell |
18,409
-4,994
| -21% | -$236K | 0.17% | 147 |
|
|
2016
Q4 | $1.11M | Buy |
23,403
+4,288
| +22% | +$203K | 0.23% | 115 |
|
|
2016
Q3 | $526K | Sell |
19,115
-868
| -4% | -$23.9K | 0.1% | 249 |
|
|
2016
Q2 | $538K | Buy |
19,983
+274
| +1% | +$7.38K | 0.11% | 234 |
|
|
2016
Q1 | $492K | Buy |
19,709
+6,498
| +49% | +$162K | 0.11% | 226 |
|
|
2015
Q4 | $546K | Sell |
13,211
-3,003
| -19% | -$124K | 0.11% | 224 |
|
|
2015
Q3 | $636K | Sell |
16,214
-167
| -1% | -$6.55K | 0.15% | 182 |
|
|
2015
Q2 | $688K | Buy |
16,381
+6,550
| +67% | +$275K | 0.17% | 164 |
|
|
2015
Q1 | $396K | Sell |
9,831
-5,753
| -37% | -$232K | 0.1% | 280 |
|
|
2014
Q4 | $5.38K | Buy |
15,584
+1,171
| +8% | +$404 | 0.11% | 224 |
|
|
2014
Q3 | $558K | Sell |
14,413
-6,894
| -32% | -$267K | 0.15% | 183 |
|
|
2014
Q2 | $473K | Buy |
21,307
+11,612
| +120% | +$258K | 0.11% | 206 |
|
|
2014
Q1 | $342K | Buy |
9,695
+58
| +0.6% | +$2.05K | 0.1% | 233 |
|
|
2013
Q4 | $337K | Buy |
9,637
+1,285
| +15% | +$44.9K | 0.11% | 214 |
|
|
2013
Q3 | $252K | Sell |
8,352
-198
| -2% | -$5.97K | 0.09% | 265 |
|
|
2013
Q2 | $240K | Buy |
+8,550
| New | +$240K | 0.08% | 278 |
|