Founders Financial Securities’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 | $695K | Buy |
7,623
+229
| +3% | +$20.9K | 0.05% | 289 |
|
|
2025
Q1 | $583K | Sell |
7,394
-394
| -5% | -$31.1K | 0.05% | 293 |
|
|
2024
Q4 | $598K | Sell |
7,788
-36
| -0.5% | -$2.77K | 0.05% | 264 |
|
|
2024
Q3 | $562K | Sell |
7,824
-38
| -0.5% | -$2.73K | 0.05% | 253 |
|
|
2024
Q2 | $471K | Buy |
7,862
+830
| +12% | +$49.7K | 0.04% | 294 |
|
|
2024
Q1 | $405K | Buy |
+7,032
| New | +$405K | 0.04% | 287 |
|