Legacy Bridge’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
$1.53M Hold
16,788
0.73% 47
2025
Q1
$1.41M Buy
16,788
+460
+3% +$38.6K 0.79% 48
2024
Q4
$1.25M Sell
16,328
-65
-0.4% -$4.99K 0.65% 57
2024
Q3
$1.18M Buy
16,393
+14,418
+730% +$1.04M 0.63% 64
2024
Q2
$118K Buy
1,975
+30
+2% +$1.8K 0.07% 153
2024
Q1
$112K Buy
1,945
+26
+1% +$1.5K 0.07% 165
2023
Q4
$99.9K Buy
+1,919
New +$99.9K 0.06% 168
2019
Q3
Sell
-280
Closed -$12K 282
2019
Q2
$12K Hold
280
0.01% 249
2019
Q1
$14K Buy
+280
New +$14K 0.01% 241