Park Square 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
$181K Sell
1,989
-233
-10% -$21.2K 0.13% 117
2025
Q1
$186K Buy
2,222
+171
+8% +$14.3K 0.15% 93
2024
Q4
$158K Buy
+2,051
New +$158K 0.11% 119