Kovack Advisors’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 | $517K | Buy |
5,677
+464
| +9% | +$42.3K | 0.05% | 320 |
|
|
2025
Q1 | $437K | Sell |
5,213
-57
| -1% | -$4.78K | 0.05% | 336 |
|
|
2024
Q4 | $405K | Buy |
5,270
+366
| +7% | +$28.1K | 0.04% | 366 |
|
|
2024
Q3 | $352K | Sell |
4,904
-1,111
| -18% | -$79.8K | 0.04% | 399 |
|
|
2024
Q2 | $360K | Buy |
+6,015
| New | +$360K | 0.04% | 380 |
|
|
2024
Q1 | – | Sell |
-5,372
| Closed | -$280K | – | 486 |
|
|
2023
Q4 | $280K | Hold |
5,372
| – | – | 0.03% | 434 |
|
|
2023
Q3 | $229K | Sell |
5,372
-277
| -5% | -$11.8K | 0.03% | 451 |
|
|
2023
Q2 | $251K | Sell |
5,649
-1,324
| -19% | -$58.9K | 0.03% | 452 |
|
|
2023
Q1 | $317K | Buy |
6,973
+217
| +3% | +$9.86K | 0.04% | 398 |
|
|
2022
Q4 | $308K | Sell |
6,756
-240
| -3% | -$10.9K | 0.04% | 397 |
|
|
2022
Q3 | $269K | Buy |
6,996
+872
| +14% | +$33.5K | 0.04% | 424 |
|
|
2022
Q2 | $255K | Buy |
6,124
+1,002
| +20% | +$41.7K | 0.03% | 493 |
|
|
2022
Q1 | $254K | Buy |
5,122
+304
| +6% | +$15.1K | 0.03% | 574 |
|
|
2021
Q4 | $280K | Sell |
4,818
-86
| -2% | -$5K | 0.03% | 552 |
|
|
2021
Q3 | $254K | Sell |
4,904
-210
| -4% | -$10.9K | 0.03% | 582 |
|
|
2021
Q2 | $262K | Buy |
5,114
+214
| +4% | +$11K | 0.03% | 559 |
|
|
2021
Q1 | $232K | Buy |
+4,900
| New | +$232K | 0.03% | 543 |
|
|
2020
Q1 | – | Sell |
-4,487
| Closed | -$226K | – | 458 |
|
|
2019
Q4 | $226K | Buy |
+4,487
| New | +$226K | 0.04% | 424 |
|
|
2018
Q4 | – | Sell |
-4,277
| Closed | -$218K | – | 413 |
|
|
2018
Q3 | $218K | Sell |
4,277
-474
| -10% | -$24.2K | 0.06% | 373 |
|
|
2018
Q2 | $256K | Buy |
+4,751
| New | +$256K | 0.07% | 311 |
|
|
2018
Q1 | – | Sell |
-6,276
| Closed | -$338K | – | 480 |
|
|
2017
Q4 | $338K | Buy |
6,276
+2,282
| +57% | +$123K | 0.09% | 277 |
|
|
2017
Q3 | $212K | Buy |
+3,994
| New | +$212K | 0.07% | 305 |
|