Jones Financial Companies’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
Q3 | $3.49M | Buy |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $833K | Buy |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $6.51K | Hold |
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|
2023
Q3 | $5.33K | Hold |
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|
2023
Q2 | $5.57K | Hold |
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|
2023
Q1 | $5.68K | Sell |
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|
2022
Q4 | $8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $67K | Sell |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $20K | Sell |
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|
2021
Q1 | $55K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $111K | Sell |
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|
2013
Q2 | $139K | Buy |
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