Freestone Capital Holdings’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
Q2 | $424K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $237K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $585K | Buy |
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|
2021
Q3 | $464K | Buy |
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|
2021
Q2 | $369K | Buy |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $176K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $269K | Sell |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $292K | Buy |
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|
2017
Q1 | $245K | Buy |
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