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IFG Advisors’s Bank of New York Mellon BK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$547K Hold
5,999
0.09% 85
2025
Q1
$503K Hold
5,999
0.1% 80
2024
Q4
$461K Hold
5,999
0.09% 89
2024
Q3
$431K Hold
5,999
0.09% 86
2024
Q2
$359K Hold
5,999
0.08% 94
2024
Q1
$346K Sell
5,999
-160
-3% -$9.22K 0.09% 93
2023
Q4
$321K Buy
6,159
+160
+3% +$8.33K 0.09% 89
2023
Q3
$256K Hold
5,999
0.09% 101
2023
Q2
$267K Hold
5,999
0.09% 101
2023
Q1
$273K Hold
5,999
0.11% 97
2022
Q4
$273K Hold
5,999
0.12% 93
2022
Q3
$231K Hold
5,999
0.12% 99
2022
Q2
$250K Hold
5,999
0.13% 89
2022
Q1
$298K Hold
5,999
0.13% 87
2021
Q4
$348K Sell
5,999
-366
-6% -$21.2K 0.15% 79
2021
Q3
$330K Hold
6,365
0.15% 77
2021
Q2
$326K Hold
6,365
0.16% 78
2021
Q1
$301K Hold
6,365
0.16% 71
2020
Q4
$270K Hold
6,365
0.17% 74
2020
Q3
$218K Hold
6,365
0.15% 81
2020
Q2
$246K Hold
6,365
0.19% 70
2020
Q1
$214K Hold
6,365
0.21% 76
2019
Q4
$320K Hold
6,365
0.26% 42
2019
Q3
$288K Buy
+6,365
New +$288K 0.27% 45