LRIA
Leonard Rickey Investment Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
5,094
+112
| +2% | +$10.2K | 0.09% | 64 |
|
|
2025
Q1 | $386K | Buy |
4,982
+217
| +5% | +$16.8K | 0.08% | 67 |
|
|
2024
Q4 | $366K | Buy |
4,765
+50
| +1% | +$3.84K | 0.08% | 69 |
|
|
2024
Q3 | $339K | Sell |
4,715
-88
| -2% | -$6.32K | 0.08% | 75 |
|
|
2024
Q2 | $288K | Buy |
4,803
+778
| +19% | +$46.6K | 0.07% | 82 |
|
|
2024
Q1 | $232K | Sell |
4,025
-71
| -2% | -$4.09K | 0.06% | 83 |
|
|
2023
Q4 | $213K | Buy |
+4,096
| New | +$213K | 0.06% | 81 |
|
|
2021
Q3 | – | Sell |
-4,261
| Closed | -$212K | – | 71 |
|
|
2021
Q2 | $212K | Buy |
+4,261
| New | +$212K | 0.09% | 67 |
|