Checchi Capital Advisers’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
$710K Sell
7,790
-606
-7% -$55.2K 0.04% 267
2025
Q1
$704K Buy
8,396
+125
+2% +$10.5K 0.04% 269
2024
Q4
$635K Sell
8,271
-218
-3% -$16.7K 0.04% 271
2024
Q3
$610K Sell
8,489
-31
-0.4% -$2.23K 0.03% 282
2024
Q2
$510K Buy
8,520
+446
+6% +$26.7K 0.03% 311
2024
Q1
$465K Buy
8,074
+228
+3% +$13.1K 0.04% 340
2023
Q4
$408K Buy
7,846
+941
+14% +$49K 0.03% 352
2023
Q3
$295K Sell
6,905
-340
-5% -$14.5K 0.03% 405
2023
Q2
$323K Sell
7,245
-182
-2% -$8.1K 0.03% 407
2023
Q1
$337K Buy
7,427
+19
+0.3% +$863 0.03% 376
2022
Q4
$337K Sell
7,408
-87
-1% -$3.96K 0.04% 360
2022
Q3
$289K Sell
7,495
-344
-4% -$13.3K 0.03% 395
2022
Q2
$341K Sell
7,839
-404
-5% -$17.6K 0.03% 382
2022
Q1
$409K Buy
8,243
+907
+12% +$45K 0.03% 315
2021
Q4
$426K Buy
7,336
+405
+6% +$23.5K 0.04% 294
2021
Q3
$359K Buy
6,931
+98
+1% +$5.08K 0.04% 308
2021
Q2
$350K Sell
6,833
-91
-1% -$4.66K 0.03% 316
2021
Q1
$327K Buy
6,924
+384
+6% +$18.1K 0.03% 321
2020
Q4
$278K Sell
6,540
-883
-12% -$37.5K 0.03% 348
2020
Q3
$255K Sell
7,423
-88
-1% -$3.02K 0.03% 335
2020
Q2
$290K Sell
7,511
-464
-6% -$17.9K 0.03% 303
2020
Q1
$269K Sell
7,975
-1,426
-15% -$48.1K 0.03% 265
2019
Q4
$473K Buy
9,401
+116
+1% +$5.84K 0.06% 206
2019
Q3
$420K Buy
9,285
+784
+9% +$35.5K 0.05% 218
2019
Q2
$375K Sell
8,501
-67
-0.8% -$2.96K 0.05% 247
2019
Q1
$432K Sell
8,568
-294
-3% -$14.8K 0.05% 197
2018
Q4
$417K Sell
8,862
-1,395
-14% -$65.6K 0.05% 186
2018
Q3
$523K Buy
10,257
+605
+6% +$30.8K 0.06% 197
2018
Q2
$521K Buy
9,652
+139
+1% +$7.5K 0.07% 183
2018
Q1
$490K Buy
9,513
+227
+2% +$11.7K 0.06% 189
2017
Q4
$500K Sell
9,286
-64
-0.7% -$3.45K 0.07% 186
2017
Q3
$496K Buy
9,350
+407
+5% +$21.6K 0.05% 174
2017
Q2
$456K Sell
8,943
-387
-4% -$19.7K 0.05% 180
2017
Q1
$441K Sell
9,330
-1,337
-13% -$63.2K 0.05% 186
2016
Q4
$505K Buy
10,667
+860
+9% +$40.7K 0.07% 162
2016
Q3
$391K Sell
9,807
-407
-4% -$16.2K 0.04% 192
2016
Q2
$397K Sell
10,214
-654
-6% -$25.4K 0.05% 184
2016
Q1
$400K Buy
10,868
+580
+6% +$21.3K 0.09% 176
2015
Q4
$424K Buy
10,288
+187
+2% +$7.71K 0.11% 169
2015
Q3
$395K Buy
10,101
+722
+8% +$28.2K 0.11% 160
2015
Q2
$394K Buy
9,379
+587
+7% +$24.7K 0.1% 174
2015
Q1
$354K Buy
8,792
+861
+11% +$34.7K 0.1% 187
2014
Q4
$322K Buy
7,931
+1,951
+33% +$79.2K 0.12% 180
2014
Q3
$232K Buy
+5,980
New +$232K 0.1% 222