D.A. Davidson & Co’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 | $927K | Buy |
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|
2025
Q2 | $739K | Sell |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $563K | Buy |
|
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|
2024
Q3 | $525K | Buy |
|
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|
2024
Q2 | $423K | Sell |
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|
2024
Q1 | $437K | Buy |
|
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|
2023
Q4 | $325K | Buy |
|
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $317K | Sell |
|
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|
2023
Q1 | $579K | Sell |
|
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $410K | Buy |
|
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|
2022
Q1 | $384K | Buy |
|
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|
2021
Q4 | $435K | Sell |
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|
2021
Q3 | $397K | Buy |
|
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $387K | Buy |
|
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|
2020
Q4 | $296K | Buy |
|
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|
2020
Q3 | $230K | Sell |
|
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|
2020
Q2 | $425K | Sell |
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|
2020
Q1 | $520K | Sell |
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|
2019
Q4 | $892K | Sell |
|
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|
2019
Q3 | $831K | Sell |
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|
2019
Q2 | $993K | Sell |
|
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|
2019
Q1 | $2.65M | Sell |
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|
2018
Q4 | $2.56M | Buy |
|
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|
2018
Q3 | $2.74M | Buy |
|
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|
2018
Q2 | $2.72M | Buy |
|
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|
2018
Q1 | $2.53M | Buy |
|
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|
2017
Q4 | $2.03M | Buy |
|
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|
2017
Q3 | $1.84M | Sell |
|
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|
2017
Q2 | $1.91M | Sell |
|
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|
2017
Q1 | $2.23M | Sell |
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|
2016
Q4 | $2.81M | Buy |
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|
2016
Q3 | $2.04M | Sell |
|
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|
2016
Q2 | $2.18M | Sell |
|
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|
2016
Q1 | $2.19M | Buy |
|
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|
2015
Q4 | $2.05M | Buy |
|
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|
2015
Q3 | $1.74M | Buy |
|
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|
2015
Q2 | $1.83M | Buy |
|
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|
2015
Q1 | $1.69M | Buy |
|
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|
2014
Q4 | $1.14M | Buy |
|
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|
2014
Q3 | $1.05M | Buy |
|
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $1.06M | Sell |
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|
2013
Q4 | $1.13M | Sell |
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|
2013
Q3 | $1.1M | Buy |
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|
2013
Q2 | $994K | Buy |
|