Kestra Private Wealth 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 | $5.36M | Sell |
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|
2025
Q1 | $5.08M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $419K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $374K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $384K | Sell |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $202K | Buy |
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