Capital Analysts LLC’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 | $328K | Buy |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $255K | Buy |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $184K | Hold |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $141K | Sell |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $155K | Sell |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $186K | Hold |
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|
2021
Q3 | $166K | Sell |
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|
2021
Q2 | $169K | Sell |
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|
2021
Q1 | $185K | Buy |
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|
2020
Q4 | $10K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.12M | Buy |
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|
2017
Q2 | $1.08M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $215K | Hold |
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|
2016
Q1 | $203K | Sell |
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|
2015
Q4 | $282K | Sell |
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|
2015
Q3 | $535K | Buy |
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|
2015
Q2 | $225K | Hold |
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|
2015
Q1 | $216K | Hold |
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|
2014
Q4 | $218K | Hold |
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|
2014
Q3 | $208K | Buy |
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|
2014
Q2 | $150K | Hold |
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|
2014
Q1 | $141K | Hold |
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|
2013
Q4 | $140K | Hold |
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|
2013
Q3 | $121K | Hold |
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|
2013
Q2 | $112K | Buy |
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