Prime Capital Investment Advisors’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 | $440K | Sell |
4,826
-2,532
| -34% | -$231K | 0.01% | 649 |
|
|
2025
Q1 | $617K | Buy |
7,358
+2,612
| +55% | +$219K | 0.01% | 613 |
|
|
2024
Q4 | $365K | Sell |
4,746
-373
| -7% | -$28.7K | 0.01% | 661 |
|
|
2024
Q3 | $368K | Sell |
5,119
-561
| -10% | -$40.3K | 0.01% | 670 |
|
|
2024
Q2 | $340K | Sell |
5,680
-2,071
| -27% | -$124K | 0.01% | 688 |
|
|
2024
Q1 | $447K | Sell |
7,751
-390
| -5% | -$22.5K | 0.01% | 650 |
|
|
2023
Q4 | $424K | Buy |
+8,141
| New | +$424K | 0.01% | 617 |
|
|
2021
Q2 | – | Sell |
-821
| Closed | -$39K | – | 395 |
|
|
2021
Q1 | $39K | Hold |
821
| – | – | ﹤0.01% | 353 |
|
|
2020
Q4 | $35K | Hold |
821
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $28K | Hold |
821
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $32K | Sell |
821
-31
| -4% | -$1.21K | ﹤0.01% | 350 |
|
|
2020
Q1 | $29K | Sell |
852
-342
| -29% | -$11.6K | ﹤0.01% | 322 |
|
|
2019
Q4 | $60K | Buy |
1,194
+373
| +45% | +$18.7K | 0.01% | 294 |
|
|
2019
Q3 | $37K | Hold |
821
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $36K | Sell |
821
-19
| -2% | -$833 | 0.01% | 259 |
|
|
2019
Q1 | $42K | Buy |
+840
| New | +$42K | 0.01% | 203 |
|
|
2018
Q4 | – | Sell |
-840
| Closed | -$43K | – | 357 |
|
|
2018
Q3 | $43K | Buy |
+840
| New | +$43K | 0.01% | 199 |
|