Patriot Financial Group Insurance Agency’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
Q3 | $2.38M | Sell |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $166K | Buy |
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|
2021
Q4 | $158K | Sell |
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|
2021
Q3 | $142K | Buy |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $64K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $25K | Buy |
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|
2020
Q2 | $25K | Buy |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $40K | Hold |
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|
2019
Q1 | $46K | Sell |
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|
2018
Q4 | $59K | Buy |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $13K | Buy |
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|
2018
Q1 | $6K | Buy |
|