BOK Financial Private Wealth’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 | $81.6K | Hold |
896
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $75.1K | Hold |
896
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $68.8K | Sell |
896
-382
| -30% | -$29.3K | 0.01% | 239 |
|
|
2024
Q3 | $91.8K | Hold |
1,278
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $76.5K | Hold |
1,278
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $73.6K | Buy |
1,278
+500
| +64% | +$28.8K | 0.01% | 227 |
|
|
2023
Q4 | $40.5K | Hold |
778
| – | – | ﹤0.01% | 266 |
|
|
2023
Q3 | $33.2K | Hold |
778
| – | – | ﹤0.01% | 267 |
|
|
2023
Q2 | $34.6K | Hold |
778
| – | – | ﹤0.01% | 254 |
|
|
2023
Q1 | $35.4K | Hold |
778
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $35.4K | Hold |
778
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $30K | Hold |
778
| – | – | ﹤0.01% | 275 |
|
|
2022
Q2 | $32K | Sell |
778
-4,844
| -86% | -$199K | ﹤0.01% | 279 |
|
|
2022
Q1 | $279K | Buy |
5,622
+1,579
| +39% | +$78.4K | 0.02% | 243 |
|
|
2021
Q4 | $235K | Buy |
+4,043
| New | +$235K | 0.02% | 263 |
|