IFG Advisors’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 | $547K | Hold |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $431K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $298K | Hold |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $330K | Hold |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $246K | Hold |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $288K | Buy |
|