LGT Financial Advisors’s Bank of New York Mellon BK Stock Holding History

LGT Financial Advisors’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$182	Buy
2024 Q2	–	Sell
2024 Q1	$238K	Sell
2023 Q4	$256K	Hold
2023 Q3	$210K	Hold
2023 Q2	$219K	Hold
2023 Q1	$223K	Hold
2022 Q4	$224K	Buy