IFG Advisory’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 | $7.48M | Sell |
82,052
-3,494
| -4% | -$318K | 0.38% | 69 |
|
|
2025
Q1 | $7.17M | Sell |
85,546
-1,661
| -2% | -$139K | 0.4% | 63 |
|
|
2024
Q4 | $6.7M | Sell |
87,207
-1,547
| -2% | -$119K | 0.38% | 66 |
|
|
2024
Q3 | $6.38M | Sell |
88,754
-2,386
| -3% | -$171K | 0.41% | 60 |
|
|
2024
Q2 | $5.46M | Sell |
91,140
-483
| -0.5% | -$28.9K | 0.35% | 67 |
|
|
2024
Q1 | $5.28M | Sell |
91,623
-732
| -0.8% | -$42.2K | 0.39% | 70 |
|
|
2023
Q4 | $4.81M | Buy |
92,355
+35,582
| +63% | +$1.85M | 0.35% | 73 |
|
|
2023
Q3 | $2.42M | Buy |
56,773
+7
| +0% | +$299 | 0.2% | 130 |
|
|
2023
Q2 | $2.53M | Buy |
56,766
+33,388
| +143% | +$1.49M | 0.22% | 133 |
|
|
2023
Q1 | $1.06M | Buy |
23,378
+827
| +4% | +$37.6K | 0.1% | 207 |
|
|
2022
Q4 | $1.03M | Sell |
22,551
-1,631
| -7% | -$74.2K | 0.1% | 206 |
|
|
2022
Q3 | $931K | Buy |
24,182
+5,703
| +31% | +$220K | 0.08% | 222 |
|
|
2022
Q2 | $770K | Buy |
18,479
+3,426
| +23% | +$143K | 0.08% | 231 |
|
|
2022
Q1 | $747K | Sell |
15,053
-2,875
| -16% | -$143K | 0.08% | 241 |
|
|
2021
Q4 | $1.04M | Buy |
17,928
+787
| +5% | +$45.7K | 0.1% | 196 |
|
|
2021
Q3 | $888K | Sell |
17,141
-93
| -0.5% | -$4.82K | 0.1% | 205 |
|
|
2021
Q2 | $882K | Sell |
17,234
-3,833
| -18% | -$196K | 0.1% | 213 |
|
|
2021
Q1 | $996K | Buy |
21,067
+6,511
| +45% | +$308K | 0.12% | 189 |
|
|
2020
Q4 | $617K | Buy |
14,556
+4,193
| +40% | +$178K | 0.09% | 233 |
|
|
2020
Q3 | $355K | Buy |
10,363
+1,414
| +16% | +$48.4K | 0.06% | 291 |
|
|
2020
Q2 | $345K | Buy |
8,949
+891
| +11% | +$34.4K | 0.06% | 279 |
|
|
2020
Q1 | $271K | Buy |
8,058
+497
| +7% | +$16.7K | 0.06% | 289 |
|
|
2019
Q4 | $380K | Sell |
7,561
-249
| -3% | -$12.5K | 0.07% | 277 |
|
|
2019
Q3 | $353K | Sell |
7,810
-8,156
| -51% | -$369K | 0.07% | 276 |
|
|
2019
Q2 | $704K | Buy |
15,966
+2,197
| +16% | +$96.9K | 0.12% | 163 |
|
|
2019
Q1 | $694K | Buy |
13,769
+1,871
| +16% | +$94.3K | 0.13% | 152 |
|
|
2018
Q4 | $560K | Buy |
11,898
+380
| +3% | +$17.9K | 0.13% | 154 |
|
|
2018
Q3 | $587K | Sell |
11,518
-161
| -1% | -$8.21K | 0.11% | 181 |
|
|
2018
Q2 | $629K | Buy |
11,679
+42
| +0.4% | +$2.26K | 0.13% | 150 |
|
|
2018
Q1 | $599K | Buy |
11,637
+2,965
| +34% | +$153K | 0.13% | 153 |
|
|
2017
Q4 | $467K | Buy |
+8,672
| New | +$467K | 0.11% | 187 |
|