Oxford Financial Group’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	$646K	Hold	7,090	–	–	0.04%	113
2025 Q1	$595K	Sell	7,090 -167	-2%	-$14K	0.04%	115
2024 Q4	$558K	Buy	7,257 +41	+0.6%	+$3.15K	0.04%	133
2024 Q3	$519K	Buy	+7,216	New	+$519K	0.03%	137