Key Financial Inc’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 | $1.28K | Hold |
14
| – | – | ﹤0.01% | 1243 |
|
|
2025
Q1 | $1.17K | Hold |
14
| – | – | ﹤0.01% | 1209 |
|
|
2024
Q4 | $1.08K | Sell |
14
-100
| -88% | -$7.69K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $8.19K | Buy |
114
+14
| +14% | +$1.01K | ﹤0.01% | 845 |
|
|
2024
Q2 | $5.99K | Hold |
100
| – | – | ﹤0.01% | 912 |
|
|
2024
Q1 | $5.76K | Hold |
100
| – | – | ﹤0.01% | 900 |
|
|
2023
Q4 | $5.21K | Hold |
100
| – | – | ﹤0.01% | 916 |
|
|
2023
Q3 | $4.27K | Sell |
100
-76
| -43% | -$3.24K | ﹤0.01% | 961 |
|
|
2023
Q2 | $7.84K | Buy |
176
+76
| +76% | +$3.38K | ﹤0.01% | 793 |
|
|
2023
Q1 | $4.54K | Hold |
100
| – | – | ﹤0.01% | 829 |
|
|
2022
Q4 | $3.85K | Hold |
100
| – | – | ﹤0.01% | 836 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 815 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 823 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 775 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 673 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 588 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 573 |
|