Lionshead Wealth Management’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	$664K	Sell	7,287 -15	-0.2%	-$1.37K	0.61%	46
2025 Q1	$612K	Sell	7,302 -1,473	-17%	-$124K	0.64%	45
2024 Q4	$674K	Buy	+8,775	New	+$674K	0.49%	47