Greystone 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 | $14M | Buy |
154,110
+5,534
| +4% | +$504K | 2.31% | 11 |
|
|
2025
Q1 | $12.5M | Sell |
148,576
-8,643
| -5% | -$725K | 2.26% | 14 |
|
|
2024
Q4 | $12.1M | Buy |
157,219
+3,615
| +2% | +$278K | 2.1% | 17 |
|
|
2024
Q3 | $11M | Sell |
153,604
-20,141
| -12% | -$1.45M | 1.97% | 19 |
|
|
2024
Q2 | $10.4M | Buy |
173,745
+6,134
| +4% | +$367K | 2.04% | 15 |
|
|
2024
Q1 | $9.66M | Buy |
+167,611
| New | +$9.66M | 1.93% | 18 |
|
|
2023
Q2 | – | Sell |
-154,735
| Closed | -$7.03M | – | 108 |
|
|
2023
Q1 | $7.03M | Buy |
+154,735
| New | +$7.03M | 1.77% | 30 |
|