Colonial Trust’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
Q3
$226K Hold
2025
Q2
$189K Sell
2025
Q1
$177K Sell
2024
Q4
$183K Buy
2024
Q3
$148K Buy
2024
Q2
$123K Hold
2024
Q1
$118K Hold
2023
Q4
$107K Sell
2023
Q3
$98.1K Sell
2023
Q2
$111K Buy
2023
Q1
$105K Sell
2022
Q4
$112K Buy