Kestra Advisory Services’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 | $2.04M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.46M | Sell |
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|
2024
Q3 | $8.43M | Sell |
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|
2024
Q2 | $7.47M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $897K | Sell |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $877K | Sell |
|
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $2.38M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $270K | Buy |
|