Fiduciary Financial Group’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	$246K	Sell	2,712 -412	-13%	-$37.3K	0.04%	262
2025 Q1	$239K	Sell	3,124 -3,264	-51%	-$250K	0.05%	241
2024 Q4	$482K	Sell	6,388 -366	-5%	-$27.6K	0.1%	119
2024 Q3	$494K	Buy	6,754 +22	+0.3%	+$1.61K	0.11%	107
2024 Q2	$438K	Buy	+6,732	New	+$438K	0.11%	114