LPL Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $634K | Sell |
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|
2024
Q1 | $777K | Buy |
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $863K | Buy |
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|
2023
Q1 | $788K | Sell |
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|
2022
Q4 | $836K | Buy |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $996K | Buy |
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|
2021
Q2 | $883K | Sell |
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|
2021
Q1 | $958K | Sell |
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|
2020
Q4 | $959K | Buy |
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|
2020
Q3 | $919K | Buy |
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|
2020
Q2 | $830K | Sell |
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|
2020
Q1 | $968K | Buy |
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $372K | Sell |
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|
2018
Q3 | $391K | Buy |
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|
2018
Q2 | $396K | Sell |
|
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|
2018
Q1 | $441K | Buy |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | $344K | Buy |
|
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|
2017
Q2 | $348K | Sell |
|
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|
2017
Q1 | $744K | Sell |
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|
2016
Q4 | $724K | Sell |
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|
2016
Q3 | $959K | Buy |
|
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|
2016
Q2 | $930K | Sell |
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|
2016
Q1 | $2.07M | Buy |
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|
2015
Q4 | $1.78M | Buy |
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|
2015
Q3 | $542K | Sell |
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|
2015
Q2 | $672K | Sell |
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|
2015
Q1 | $792K | Buy |
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|
2014
Q4 | $727K | Sell |
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|
2014
Q3 | $743K | Buy |
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|
2014
Q2 | $684K | Buy |
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|
2014
Q1 | $501K | Sell |
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|
2013
Q4 | $497K | Sell |
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|
2013
Q3 | $544K | Sell |
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|
2013
Q2 | $741K | Buy |
|