Legacy Capital Group California’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	$572K	Sell	6,282 -10,989	-64%	-$1M	0.16%	164
2025 Q1	$1.45M	Buy	17,271 +488	+3%	+$40.9K	0.5%	34
2024 Q4	$1.29M	Buy	+16,783	New	+$1.29M	0.39%	51
2023 Q2	–	Sell	-19,225	Closed	-$874K	–	267
2023 Q1	$874K	Buy	+19,225	New	+$874K	0.43%	60