LAM
Lountzis Asset Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Hold |
8,800
| – | – | 0.28% | 26 |
|
|
2025
Q1 | $699K | Buy |
8,800
+400
| +5% | +$31.8K | 0.26% | 29 |
|
|
2024
Q4 | $645K | Hold |
8,400
| – | – | 0.27% | 29 |
|
|
2024
Q3 | $604K | Hold |
8,400
| – | – | 0.25% | 31 |
|
|
2024
Q2 | $503K | Hold |
8,400
| – | – | 0.24% | 31 |
|
|
2024
Q1 | $484K | Hold |
8,400
| – | – | 0.23% | 31 |
|
|
2023
Q4 | $437K | Hold |
8,400
| – | – | 0.24% | 30 |
|
|
2023
Q3 | $358K | Hold |
8,400
| – | – | 0.2% | 34 |
|
|
2023
Q2 | $380K | Sell |
8,400
-53,446
| -86% | -$2.42M | 0.21% | 34 |
|
|
2023
Q1 | $2.81M | Buy |
61,846
+781
| +1% | +$35.5K | 1.66% | 16 |
|
|
2022
Q4 | $3.09M | Sell |
61,065
-5,290
| -8% | -$267K | 1.85% | 16 |
|
|
2022
Q3 | $2.56M | Sell |
66,355
-1,000
| -1% | -$38.5K | 1.73% | 17 |
|
|
2022
Q2 | $2.81M | Hold |
67,355
| – | – | 1.88% | 16 |
|
|
2022
Q1 | $3.34M | Hold |
67,355
| – | – | 1.86% | 16 |
|
|
2021
Q4 | $3.91M | Hold |
67,355
| – | – | 2.24% | 15 |
|
|
2021
Q3 | $3.49M | Sell |
67,355
-3
| -0% | -$156 | 2.17% | 15 |
|
|
2021
Q2 | $3.45M | Buy |
67,358
+675
| +1% | +$34.6K | 2.1% | 15 |
|
|
2021
Q1 | $3.15M | Sell |
66,683
-822
| -1% | -$38.9K | 2.1% | 15 |
|
|
2020
Q4 | $2.87M | Hold |
67,505
| – | – | 2.1% | 15 |
|
|
2020
Q3 | $2.32M | Sell |
67,505
-200
| -0.3% | -$6.87K | 1.99% | 14 |
|
|
2020
Q2 | $2.62M | Buy |
+67,705
| New | +$2.62M | 2.48% | 14 |
|