Principal Securities’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 | $2.91M | Buy |
31,903
+3,602
| +13% | +$328K | 0.05% | 312 |
|
|
2025
Q1 | $2.17M | Hold |
28,301
| – | – | 0.05% | 334 |
|
|
2024
Q4 | $2.17M | Buy |
28,301
+3,191
| +13% | +$245K | 0.05% | 330 |
|
|
2024
Q3 | $1.8M | Buy |
25,110
+2,793
| +13% | +$201K | 0.04% | 379 |
|
|
2024
Q2 | $1.34M | Buy |
22,317
+1,342
| +6% | +$80.4K | 0.04% | 407 |
|
|
2024
Q1 | $1.21M | Buy |
20,975
+3,402
| +19% | +$196K | 0.04% | 405 |
|
|
2023
Q4 | $915K | Buy |
+17,573
| New | +$915K | 0.03% | 438 |
|