Leonard Rickey Investment Advisors’s Bank of New York Mellon BK Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$566K	Buy
2025 Q2	$464K	Buy
2025 Q1	$386K	Buy
2024 Q4	$366K	Buy
2024 Q3	$339K	Sell
2024 Q2	$288K	Buy
2024 Q1	$232K	Sell
2023 Q4	$213K	Buy
2021 Q3	–	Sell
2021 Q2	$212K	Buy