Beacon Pointe 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 | $1.24M | Sell |
13,584
-243
| -2% | -$22.1K | 0.01% | 599 |
|
|
2025
Q1 | $1.16M | Buy |
13,827
+251
| +2% | +$21.1K | 0.01% | 596 |
|
|
2024
Q4 | $1.04M | Buy |
13,576
+4,528
| +50% | +$348K | 0.01% | 620 |
|
|
2024
Q3 | $650K | Sell |
9,048
-788
| -8% | -$56.6K | 0.01% | 754 |
|
|
2024
Q2 | $589K | Sell |
9,836
-8,113
| -45% | -$486K | 0.01% | 809 |
|
|
2024
Q1 | $1.03M | Buy |
17,949
+7,943
| +79% | +$458K | 0.01% | 673 |
|
|
2023
Q4 | $521K | Sell |
10,006
-352
| -3% | -$18.3K | 0.01% | 876 |
|
|
2023
Q3 | $442K | Buy |
10,358
+1,631
| +19% | +$69.6K | 0.01% | 917 |
|
|
2023
Q2 | $389K | Sell |
8,727
-794
| -8% | -$35.4K | 0.01% | 789 |
|
|
2023
Q1 | $433K | Buy |
9,521
+913
| +11% | +$41.5K | 0.01% | 810 |
|
|
2022
Q4 | $392K | Sell |
8,608
-386
| -4% | -$17.6K | 0.01% | 772 |
|
|
2022
Q3 | $344K | Sell |
8,994
-829
| -8% | -$31.7K | 0.01% | 758 |
|
|
2022
Q2 | $407K | Sell |
9,823
-8,139
| -45% | -$337K | 0.01% | 717 |
|
|
2022
Q1 | $891K | Buy |
17,962
+11,376
| +173% | +$564K | 0.01% | 656 |
|
|
2021
Q4 | $383K | Sell |
6,586
-1,829
| -22% | -$106K | 0.01% | 643 |
|
|
2021
Q3 | $436K | Buy |
8,415
+3,858
| +85% | +$200K | 0.01% | 576 |
|
|
2021
Q2 | $233K | Buy |
+4,557
| New | +$233K | 0.01% | 743 |
|