Loudon Investment 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 | $859K | Sell |
9,427
-860
| -8% | -$78.4K | 0.48% | 52 |
|
|
2025
Q1 | $863K | Buy |
10,287
+325
| +3% | +$27.3K | 0.49% | 53 |
|
|
2024
Q4 | $765K | Sell |
9,962
-150
| -1% | -$11.5K | 0.44% | 54 |
|
|
2024
Q3 | $727K | Sell |
10,112
-150
| -1% | -$10.8K | 0.4% | 55 |
|
|
2024
Q2 | $615K | Hold |
10,262
| – | – | 0.36% | 61 |
|
|
2024
Q1 | $591K | Sell |
10,262
-2,713
| -21% | -$156K | 0.34% | 64 |
|
|
2023
Q4 | $675K | Sell |
12,975
-138
| -1% | -$7.18K | 0.42% | 58 |
|
|
2023
Q3 | $559K | Sell |
13,113
-245
| -2% | -$10.4K | 0.38% | 63 |
|
|
2023
Q2 | $595K | Sell |
13,358
-3,635
| -21% | -$162K | 0.39% | 62 |
|
|
2023
Q1 | $772K | Sell |
16,993
-1,575
| -8% | -$71.6K | 0.53% | 47 |
|
|
2022
Q4 | $845K | Sell |
18,568
-734
| -4% | -$33.4K | 0.61% | 47 |
|
|
2022
Q3 | $744K | Sell |
19,302
-10,900
| -36% | -$420K | 0.59% | 48 |
|
|
2022
Q2 | $1.26M | Sell |
30,202
-3,718
| -11% | -$155K | 0.94% | 33 |
|
|
2022
Q1 | $1.68M | Sell |
33,920
-1,253
| -4% | -$62.2K | 1.11% | 29 |
|
|
2021
Q4 | $2.04M | Sell |
35,173
-565
| -2% | -$32.8K | 1.3% | 27 |
|
|
2021
Q3 | $1.85M | Buy |
35,738
+843
| +2% | +$43.7K | 1.32% | 29 |
|
|
2021
Q2 | $1.79M | Buy |
34,895
+7,970
| +30% | +$408K | 1.22% | 32 |
|
|
2021
Q1 | $1.27M | Buy |
+26,925
| New | +$1.27M | 0.91% | 36 |
|