Keystone Financial Services (Colorado)’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 | $979K | Buy |
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|
2025
Q1 | $880K | Sell |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $802K | Buy |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $580K | Sell |
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $505K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $435K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $569K | Buy |
|