Farther Finance Advisors’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 | $1M | Buy |
10,995
+2,043
| +23% | +$186K | 0.02% | 587 |
|
|
2025
Q1 | $750K | Buy |
8,952
+4,213
| +89% | +$353K | 0.02% | 616 |
|
|
2024
Q4 | $364K | Sell |
4,739
-107
| -2% | -$8.22K | 0.01% | 721 |
|
|
2024
Q3 | $348K | Buy |
4,846
+872
| +22% | +$62.7K | 0.01% | 749 |
|
|
2024
Q2 | $239K | Buy |
3,974
+650
| +20% | +$39.1K | 0.01% | 770 |
|
|
2024
Q1 | $189K | Buy |
3,324
+49
| +1% | +$2.79K | 0.01% | 703 |
|
|
2023
Q4 | $170K | Buy |
3,275
+756
| +30% | +$39.4K | 0.01% | 606 |
|
|
2023
Q3 | $107K | Buy |
2,519
+417
| +20% | +$17.8K | 0.02% | 533 |
|
|
2023
Q2 | $93.6K | Buy |
2,102
+268
| +15% | +$11.9K | 0.02% | 485 |
|
|
2023
Q1 | $83.3K | Buy |
1,834
+975
| +114% | +$44.3K | 0.02% | 457 |
|
|
2022
Q4 | $39.1K | Buy |
+859
| New | +$39.1K | 0.02% | 543 |
|