Oakworth Capital’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
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|
2025
Q1 | $110K | Hold |
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|
2024
Q4 | $101K | Buy |
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|
2024
Q3 | $92.8K | Hold |
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|
2024
Q2 | $77.4K | Hold |
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|
2024
Q1 | $74.4K | Hold |
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|
2023
Q4 | $67.2K | Sell |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $152K | Buy |
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|
2023
Q1 | $116K | Buy |
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|
2022
Q4 | $27.8K | Sell |
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|
2022
Q3 | $87K | Hold |
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|
2022
Q2 | $94K | Hold |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $24K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $59K | Buy |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $33K | Hold |
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|
2017
Q4 | $33K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $29K | Hold |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $24K | Hold |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $22K | Buy |
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|
2015
Q4 | $8K | Buy |
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