Lindbrook Capital’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
Q1 | $306K | Buy |
3,651
+3
| +0.1% | +$252 | 0.03% | 312 |
|
|
2024
Q4 | $280K | Sell |
3,648
-328
| -8% | -$25.2K | 0.03% | 322 |
|
|
2024
Q3 | $286K | Sell |
3,976
-245
| -6% | -$17.6K | 0.03% | 319 |
|
|
2024
Q2 | $253K | Buy |
4,221
+105
| +3% | +$6.29K | 0.02% | 313 |
|
|
2024
Q1 | $237K | Sell |
4,116
-105
| -2% | -$6.05K | 0.02% | 321 |
|
|
2023
Q4 | $220K | Buy |
4,221
+1,666
| +65% | +$86.7K | 0.02% | 329 |
|
|
2023
Q3 | $109K | Buy |
2,555
+170
| +7% | +$7.25K | 0.01% | 442 |
|
|
2023
Q2 | $106K | Buy |
2,385
+393
| +20% | +$17.5K | 0.01% | 471 |
|
|
2023
Q1 | $90.5K | Buy |
1,992
+823
| +70% | +$37.4K | 0.01% | 503 |
|
|
2022
Q4 | $53.2K | Sell |
1,169
-298
| -20% | -$13.6K | 0.01% | 670 |
|
|
2022
Q3 | $57K | Buy |
1,467
+54
| +4% | +$2.1K | 0.01% | 602 |
|
|
2022
Q2 | $59K | Buy |
1,413
+389
| +38% | +$16.2K | 0.01% | 597 |
|
|
2022
Q1 | $51K | Sell |
1,024
-245
| -19% | -$12.2K | 0.01% | 663 |
|
|
2021
Q4 | $74K | Buy |
1,269
+729
| +135% | +$42.5K | 0.01% | 588 |
|
|
2021
Q3 | $28K | Buy |
540
+54
| +11% | +$2.8K | 0.01% | 623 |
|
|
2021
Q2 | $25K | Hold |
486
| – | – | 0.01% | 699 |
|
|
2021
Q1 | $23K | Buy |
486
+27
| +6% | +$1.28K | 0.01% | 694 |
|
|
2020
Q4 | $19K | Sell |
459
-2,993
| -87% | -$124K | ﹤0.01% | 694 |
|
|
2020
Q3 | $119K | Sell |
3,452
-155
| -4% | -$5.34K | 0.03% | 178 |
|
|
2020
Q2 | $139K | Buy |
3,607
+189
| +6% | +$7.28K | 0.04% | 160 |
|
|
2020
Q1 | $115K | Sell |
3,418
-507
| -13% | -$17.1K | 0.04% | 169 |
|
|
2019
Q4 | $198K | Sell |
3,925
-621
| -14% | -$31.3K | 0.07% | 147 |
|
|
2019
Q3 | $206K | Sell |
4,546
-217
| -5% | -$9.83K | 0.08% | 129 |
|
|
2019
Q2 | $210K | Buy |
4,763
+3,054
| +179% | +$135K | 0.08% | 126 |
|
|
2019
Q1 | $86K | Hold |
1,709
| – | – | 0.03% | 248 |
|
|
2018
Q4 | $80K | Buy |
+1,709
| New | +$80K | 0.04% | 232 |
|