Lountzis Asset Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Hold |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $604K | Hold |
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|
2024
Q2 | $503K | Hold |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $358K | Hold |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $3.09M | Sell |
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|
2022
Q3 | $2.56M | Sell |
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|
2022
Q2 | $2.81M | Hold |
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|
2022
Q1 | $3.34M | Hold |
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|
2021
Q4 | $3.91M | Hold |
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|
2021
Q3 | $3.49M | Sell |
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|
2021
Q2 | $3.45M | Buy |
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|
2021
Q1 | $3.15M | Sell |
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|
2020
Q4 | $2.87M | Hold |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $2.62M | Buy |
|