Keystone Financial Services (Colorado)’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 | $979K | Buy |
10,749
+254
| +2% | +$23.1K | 0.33% | 36 |
|
|
2025
Q1 | $880K | Sell |
10,495
-953
| -8% | -$79.9K | 0.34% | 39 |
|
|
2024
Q4 | $880K | Buy |
11,448
+287
| +3% | +$22.1K | 0.34% | 33 |
|
|
2024
Q3 | $802K | Buy |
11,161
+507
| +5% | +$36.4K | 0.31% | 37 |
|
|
2024
Q2 | $638K | Buy |
10,654
+589
| +6% | +$35.3K | 0.26% | 43 |
|
|
2024
Q1 | $580K | Sell |
10,065
-13
| -0.1% | -$749 | 0.25% | 46 |
|
|
2023
Q4 | $525K | Buy |
10,078
+35
| +0.3% | +$1.82K | 0.25% | 47 |
|
|
2023
Q3 | $428K | Sell |
10,043
-49
| -0.5% | -$2.09K | 0.23% | 49 |
|
|
2023
Q2 | $449K | Sell |
10,092
-2,200
| -18% | -$97.9K | 0.23% | 46 |
|
|
2023
Q1 | $559K | Buy |
12,292
+2,304
| +23% | +$105K | 0.3% | 36 |
|
|
2022
Q4 | $505K | Buy |
9,988
+151
| +2% | +$7.64K | 0.27% | 45 |
|
|
2022
Q3 | $409K | Sell |
9,837
-291
| -3% | -$12.1K | 0.24% | 53 |
|
|
2022
Q2 | $435K | Buy |
10,128
+276
| +3% | +$11.9K | 0.24% | 50 |
|
|
2022
Q1 | $426K | Buy |
9,852
+54
| +0.6% | +$2.34K | 0.25% | 48 |
|
|
2021
Q4 | $569K | Buy |
+9,798
| New | +$569K | 0.29% | 38 |
|