Nations Financial Group’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 | $173K | Sell |
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|
2025
Q2 | $190K | Hold |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $454K | Hold |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $460K | Hold |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $489K | Hold |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $174K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $75K | Hold |
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|
2018
Q3 | $78K | Buy |
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