Lebenthal Global Advisors’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 | $513K | Buy |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $922K | Sell |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $773K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $853K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $71K | Buy |
|