Legacy Financial 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 | $825K | Buy |
9,052
+5,438
| +150% | +$495K | 0.13% | 134 |
|
|
2025
Q1 | $303K | Buy |
+3,614
| New | +$303K | 0.05% | 269 |
|
|
2020
Q1 | – | Sell |
-5,767
| Closed | -$290K | – | 67 |
|
|
2019
Q4 | $290K | Sell |
5,767
-4,299
| -43% | -$216K | 0.09% | 98 |
|
|
2019
Q3 | $455K | Sell |
10,066
-122
| -1% | -$5.52K | 0.15% | 69 |
|
|
2019
Q2 | $450K | Sell |
10,188
-570
| -5% | -$25.2K | 0.16% | 68 |
|
|
2019
Q1 | $543K | Sell |
10,758
-1,421
| -12% | -$71.7K | 0.18% | 53 |
|
|
2018
Q4 | $573K | Sell |
12,179
-2,641
| -18% | -$124K | 0.22% | 46 |
|
|
2018
Q3 | $755K | Buy |
14,820
+2,602
| +21% | +$133K | 0.27% | 37 |
|
|
2018
Q2 | $648K | Sell |
12,218
-444
| -4% | -$23.5K | 0.25% | 35 |
|
|
2018
Q1 | $650K | Buy |
12,662
+2,530
| +25% | +$130K | 0.26% | 36 |
|
|
2017
Q4 | $545K | Buy |
+10,132
| New | +$545K | 0.22% | 39 |
|