LRI Investments’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 | $66.4K | Sell |
729
-147
| -17% | -$13.4K | 0.01% | 502 |
|
|
2025
Q1 | $73.4K | Sell |
876
-282
| -24% | -$23.6K | 0.01% | 473 |
|
|
2024
Q4 | $89K | Hold |
1,158
| – | – | 0.01% | 432 |
|
|
2024
Q3 | $89.8K | Sell |
1,158
-61
| -5% | -$4.73K | 0.01% | 429 |
|
|
2024
Q2 | $73K | Buy |
1,219
+1,075
| +747% | +$64.4K | 0.01% | 436 |
|
|
2024
Q1 | $8.3K | Buy |
+144
| New | +$8.3K | ﹤0.01% | 542 |
|