CAPTRUST Financial Advisors’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 | $73.5M | Buy |
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|
2025
Q1 | $67.5M | Sell |
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|
2024
Q4 | $61.9M | Buy |
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|
2024
Q3 | $57.9M | Sell |
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|
2024
Q2 | $48.8M | Sell |
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|
2024
Q1 | $47.5M | Buy |
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|
2023
Q4 | $44.7M | Buy |
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|
2023
Q3 | $36.4M | Buy |
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|
2023
Q2 | $37.7M | Sell |
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|
2023
Q1 | $38.7M | Buy |
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|
2022
Q4 | $38.6M | Sell |
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|
2022
Q3 | $33.6M | Buy |
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|
2022
Q2 | $33.9M | Buy |
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|
2022
Q1 | $37M | Buy |
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|
2021
Q4 | $39.6M | Buy |
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|
2021
Q3 | $34.2M | Buy |
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|
2021
Q2 | $28.2M | Buy |
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|
2021
Q1 | $25.4M | Buy |
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|
2020
Q4 | $21.8M | Buy |
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|
2020
Q3 | $15.8M | Buy |
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|
2020
Q2 | $2.22M | Buy |
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|
2020
Q1 | $934K | Buy |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $2.14M | Sell |
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|
2019
Q2 | $2.11M | Buy |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $284K | Buy |
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|
2018
Q2 | $285K | Buy |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $243K | Buy |
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|
2017
Q3 | $4K | Buy |
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