Lido Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $1.99M | Sell |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $490K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2021
Q1 | $295K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $233K | Sell |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $268K | Buy |
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|
2018
Q4 | $243K | Sell |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $428K | Buy |
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|
2018
Q1 | $390K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $220K | Buy |
|