Centaurus Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $640K | Sell |
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|
2025
Q2 | $659K | Buy |
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|
2025
Q1 | $659K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $892K | Sell |
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|
2024
Q2 | $863K | Sell |
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|
2024
Q1 | $880K | Sell |
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|
2023
Q4 | $847K | Sell |
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|
2023
Q3 | $927K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $958K | Buy |
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|
2021
Q3 | $535K | Hold |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $335K | Buy |
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|
2020
Q2 | $136K | Sell |
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|
2020
Q1 | $186K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $5K | Buy |
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