HF Advisory Group’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
Q3
$1.04M Sell
2025
Q2
$933K Buy
2025
Q1
$824K Buy
2024
Q4
$733K Sell
2024
Q3
$745K Buy
2024
Q2
$584K Buy
2024
Q1
$479K Buy
2023
Q4
$347K Buy
2023
Q3
$220K Buy