IFP Advisors’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 | $441K | Sell |
4,283
-197
| -4% | -$20.3K | 0.01% | 887 |
|
|
2025
Q1 | $376K | Sell |
4,480
-716
| -14% | -$60.1K | 0.01% | 876 |
|
|
2024
Q4 | $399K | Buy |
5,196
+1,547
| +42% | +$119K | 0.01% | 820 |
|
|
2024
Q3 | $262K | Sell |
3,649
-6,441
| -64% | -$463K | 0.01% | 959 |
|
|
2024
Q2 | $604K | Buy |
10,090
+8,010
| +385% | +$480K | 0.02% | 596 |
|
|
2024
Q1 | $120K | Buy |
2,080
+151
| +8% | +$8.7K | 0.01% | 1211 |
|
|
2023
Q4 | $100K | Buy |
1,929
+18
| +0.9% | +$937 | ﹤0.01% | 1240 |
|
|
2023
Q3 | $81.5K | Sell |
1,911
-2,175
| -53% | -$92.8K | ﹤0.01% | 1355 |
|
|
2023
Q2 | $182K | Sell |
4,086
-230
| -5% | -$10.2K | 0.01% | 1059 |
|
|
2023
Q1 | $239K | Sell |
4,316
-5,365
| -55% | -$297K | 0.01% | 877 |
|
|
2022
Q4 | $536K | Buy |
9,681
+2,793
| +41% | +$155K | 0.01% | 865 |
|
|
2022
Q3 | $414K | Buy |
6,888
+214
| +3% | +$12.9K | 0.01% | 1013 |
|
|
2022
Q2 | $402K | Hold |
6,674
| – | – | 0.01% | 934 |
|
|
2022
Q1 | $402K | Buy |
6,674
+2,190
| +49% | +$132K | 0.01% | 934 |
|
|
2021
Q4 | $260K | Buy |
4,484
+965
| +27% | +$56K | 0.01% | 824 |
|
|
2021
Q3 | $183K | Buy |
3,519
+1,318
| +60% | +$68.5K | ﹤0.01% | 965 |
|
|
2021
Q2 | $113K | Buy |
2,201
+319
| +17% | +$16.4K | ﹤0.01% | 1180 |
|
|
2021
Q1 | $90K | Sell |
1,882
-9
| -0.5% | -$430 | ﹤0.01% | 1214 |
|
|
2020
Q4 | $79K | Buy |
1,891
+140
| +8% | +$5.85K | ﹤0.01% | 1245 |
|
|
2020
Q3 | $60K | Buy |
1,751
+170
| +11% | +$5.83K | ﹤0.01% | 1220 |
|
|
2020
Q2 | $59K | Buy |
1,581
+164
| +12% | +$6.12K | ﹤0.01% | 1141 |
|
|
2020
Q1 | $47K | Sell |
1,417
-1,043
| -42% | -$34.6K | ﹤0.01% | 1140 |
|
|
2019
Q4 | $123K | Buy |
2,460
+706
| +40% | +$35.3K | 0.01% | 844 |
|
|
2019
Q3 | $79K | Buy |
+1,754
| New | +$79K | 0.01% | 1169 |
|
|
2019
Q1 | $473K | Sell |
9,363
-5,728
| -38% | -$289K | 0.06% | 299 |
|
|
2018
Q4 | $704K | Sell |
15,091
-541
| -3% | -$25.2K | 0.04% | 443 |
|
|
2018
Q3 | $797K | Buy |
15,632
+589
| +4% | +$30K | 0.03% | 503 |
|
|
2018
Q2 | $811K | Sell |
15,043
-6,954
| -32% | -$375K | 0.03% | 477 |
|
|
2018
Q1 | $1.19M | Hold |
21,997
| – | – | 0.05% | 348 |
|
|
2017
Q4 | $1.19M | Buy |
21,997
+7,244
| +49% | +$390K | 0.05% | 347 |
|
|
2017
Q3 | $782K | Sell |
14,753
-807
| -5% | -$42.8K | 0.03% | 519 |
|
|
2017
Q2 | $794K | Sell |
15,560
-1,473
| -9% | -$75.2K | 0.03% | 502 |
|
|
2017
Q1 | $804K | Buy |
17,033
+1,151
| +7% | +$54.3K | 0.04% | 493 |
|
|
2016
Q4 | $753K | Buy |
15,882
+1,324
| +9% | +$62.8K | 0.04% | 468 |
|
|
2016
Q3 | $581K | Buy |
14,558
+172
| +1% | +$6.86K | 0.03% | 504 |
|
|
2016
Q2 | $559K | Buy |
14,386
+5,023
| +54% | +$195K | 0.03% | 510 |
|
|
2016
Q1 | $473K | Sell |
9,363
-4,863
| -34% | -$246K | 0.06% | 299 |
|
|
2015
Q4 | $586K | Buy |
+14,226
| New | +$586K | 0.04% | 448 |
|