Lido 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 | $3.41M | Sell |
37,458
-288
| -0.8% | -$26.2K | 0.01% | 427 |
|
|
2025
Q1 | $3.17M | Buy |
37,746
+3,303
| +10% | +$277K | 0.01% | 411 |
|
|
2024
Q4 | $2.65M | Buy |
34,443
+743
| +2% | +$57.1K | 0.01% | 425 |
|
|
2024
Q3 | $2.42M | Buy |
33,700
+438
| +1% | +$31.5K | 0.01% | 398 |
|
|
2024
Q2 | $1.99M | Sell |
33,262
-1,928
| -5% | -$115K | 0.01% | 419 |
|
|
2024
Q1 | $2.03M | Buy |
35,190
+5,885
| +20% | +$339K | 0.01% | 398 |
|
|
2023
Q4 | $1.53M | Buy |
29,305
+3,246
| +12% | +$169K | 0.01% | 441 |
|
|
2023
Q3 | $1.11M | Sell |
26,059
-294
| -1% | -$12.5K | 0.01% | 467 |
|
|
2023
Q2 | $1.17M | Buy |
26,353
+2,951
| +13% | +$131K | 0.01% | 441 |
|
|
2023
Q1 | $1.06M | Sell |
23,402
-28,595
| -55% | -$1.3M | 0.01% | 424 |
|
|
2022
Q4 | $2.37M | Buy |
51,997
+22,683
| +77% | +$1.03M | 0.03% | 252 |
|
|
2022
Q3 | $1.13M | Buy |
29,314
+22,413
| +325% | +$862K | 0.01% | 308 |
|
|
2022
Q2 | $287K | Sell |
6,901
-1,638
| -19% | -$68.1K | ﹤0.01% | 666 |
|
|
2022
Q1 | $423K | Sell |
8,539
-979
| -10% | -$48.5K | ﹤0.01% | 576 |
|
|
2021
Q4 | $552K | Buy |
9,518
+65
| +0.7% | +$3.77K | 0.01% | 510 |
|
|
2021
Q3 | $490K | Buy |
9,453
+2,759
| +41% | +$143K | 0.01% | 528 |
|
|
2021
Q2 | $343K | Buy |
6,694
+456
| +7% | +$23.4K | ﹤0.01% | 566 |
|
|
2021
Q1 | $295K | Buy |
+6,238
| New | +$295K | 0.01% | 580 |
|
|
2019
Q4 | – | Sell |
-5,156
| Closed | -$233K | – | 593 |
|
|
2019
Q3 | $233K | Sell |
5,156
-48
| -0.9% | -$2.17K | 0.01% | 453 |
|
|
2019
Q2 | $229K | Sell |
5,204
-110
| -2% | -$4.84K | 0.01% | 441 |
|
|
2019
Q1 | $268K | Buy |
5,314
+134
| +3% | +$6.76K | 0.02% | 383 |
|
|
2018
Q4 | $243K | Sell |
5,180
-2,856
| -36% | -$134K | 0.02% | 330 |
|
|
2018
Q3 | $409K | Buy |
8,036
+96
| +1% | +$4.89K | 0.04% | 260 |
|
|
2018
Q2 | $428K | Buy |
7,940
+356
| +5% | +$19.2K | 0.05% | 229 |
|
|
2018
Q1 | $390K | Buy |
+7,584
| New | +$390K | 0.05% | 226 |
|
|
2017
Q3 | – | Sell |
-4,319
| Closed | -$220K | – | 284 |
|
|
2017
Q2 | $220K | Buy |
+4,319
| New | +$220K | 0.05% | 226 |
|