Prospera Financial Services’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 | $1.01M | Buy |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $430K | Buy |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $37K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $8K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $222K | Hold |
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|
2017
Q2 | $212K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $390K | Hold |
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|
2016
Q3 | $323K | Buy |
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|
2016
Q2 | $305K | Buy |
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