Nations Financial Group’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $190K | Hold |
32,100
| – | – | 0.01% | 653 |
|
|
2025
Q1 | $196K | Sell |
32,100
-43,000
| -57% | -$263K | 0.02% | 625 |
|
|
2024
Q4 | $454K | Hold |
75,100
| – | – | 0.03% | 462 |
|
|
2024
Q3 | $489K | Sell |
75,100
-3,000
| -4% | -$19.5K | 0.04% | 437 |
|
|
2024
Q2 | $478K | Hold |
78,100
| – | – | 0.04% | 417 |
|
|
2024
Q1 | $476K | Sell |
78,100
-450
| -0.6% | -$2.75K | 0.04% | 423 |
|
|
2023
Q4 | $460K | Hold |
78,550
| – | – | 0.04% | 406 |
|
|
2023
Q3 | $419K | Hold |
78,550
| – | – | 0.04% | 405 |
|
|
2023
Q2 | $489K | Hold |
78,550
| – | – | 0.05% | 393 |
|
|
2023
Q1 | $490K | Hold |
78,550
| – | – | 0.05% | 373 |
|
|
2022
Q4 | $480K | Buy |
78,550
+50,000
| +175% | +$306K | 0.05% | 369 |
|
|
2022
Q3 | $174K | Buy |
+28,550
| New | +$174K | 0.03% | 512 |
|
|
2019
Q1 | – | Sell |
-10,400
| Closed | -$75K | – | 176 |
|
|
2018
Q4 | $75K | Hold |
10,400
| – | – | 0.06% | 161 |
|
|
2018
Q3 | $78K | Buy |
+10,400
| New | +$78K | 0.06% | 167 |
|