Live Oak Investment Partners’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 | $2.14M | Sell |
23,520
-511
| -2% | -$46.6K | 1.65% | 19 |
|
|
2025
Q1 | $2.02M | Buy |
+24,031
| New | +$2.02M | 1.59% | 18 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1.72M | – | 20 |
|
|
2024
Q3 | – | Hold |
0
| – | -$1.4M | – | 20 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 26 |
|
|
2023
Q4 | – | Hold |
0
| – | -$950K | – | 27 |
|
|
2023
Q3 | – | Hold |
0
| – | -$964K | – | 31 |
|
|
2023
Q2 | – | Hold |
0
| – | -$956K | – | 33 |
|
|
2023
Q1 | – | Hold |
0
| – | -$957K | – | 31 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 30 |
|