HF Advisory 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 | $933K | Buy |
10,245
+419
| +4% | +$38.2K | 0.37% | 96 |
|
|
2025
Q1 | $824K | Buy |
9,826
+283
| +3% | +$23.7K | 0.36% | 103 |
|
|
2024
Q4 | $733K | Sell |
9,543
-820
| -8% | -$63K | 0.34% | 100 |
|
|
2024
Q3 | $745K | Buy |
10,363
+607
| +6% | +$43.6K | 0.35% | 103 |
|
|
2024
Q2 | $584K | Buy |
9,756
+1,448
| +17% | +$86.7K | 0.3% | 113 |
|
|
2024
Q1 | $479K | Buy |
8,308
+1,645
| +25% | +$94.8K | 0.27% | 115 |
|
|
2023
Q4 | $347K | Buy |
6,663
+1,655
| +33% | +$86.1K | 0.22% | 123 |
|
|
2023
Q3 | $220K | Buy |
+5,008
| New | +$220K | 0.16% | 136 |
|