Prospera Financial Services’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 | $602K | Buy |
6,603
+736
| +13% | +$67.1K | 0.01% | 843 |
|
|
2025
Q1 | $492K | Buy |
5,867
+266
| +5% | +$22.3K | 0.01% | 785 |
|
|
2024
Q4 | $430K | Buy |
5,601
+307
| +6% | +$23.6K | 0.01% | 796 |
|
|
2024
Q3 | $381K | Buy |
5,294
+542
| +11% | +$39K | 0.01% | 829 |
|
|
2024
Q2 | $285K | Buy |
4,752
+528
| +13% | +$31.6K | 0.01% | 940 |
|
|
2024
Q1 | $243K | Sell |
4,224
-953
| -18% | -$54.9K | 0.01% | 977 |
|
|
2023
Q4 | $269K | Sell |
5,177
-537
| -9% | -$28K | 0.01% | 889 |
|
|
2023
Q3 | $244K | Buy |
5,714
+1,193
| +26% | +$50.9K | 0.01% | 885 |
|
|
2023
Q2 | $201K | Buy |
+4,521
| New | +$201K | 0.01% | 958 |
|
|
2022
Q3 | – | Sell |
-154
| Closed | -$6K | – | 908 |
|
|
2022
Q2 | $6K | Sell |
154
-594
| -79% | -$23.1K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $37K | Buy |
+748
| New | +$37K | ﹤0.01% | 1494 |
|
|
2020
Q4 | – | Sell |
-238
| Closed | -$8K | – | 773 |
|
|
2020
Q3 | $8K | Buy |
+238
| New | +$8K | ﹤0.01% | 1162 |
|
|
2017
Q4 | – | Sell |
-4,133
| Closed | -$222K | – | 402 |
|
|
2017
Q3 | $222K | Hold |
4,133
| – | – | 0.03% | 382 |
|
|
2017
Q2 | $212K | Buy |
+4,133
| New | +$212K | 0.03% | 377 |
|
|
2017
Q1 | – | Sell |
-8,108
| Closed | -$390K | – | 381 |
|
|
2016
Q4 | $390K | Hold |
8,108
| – | – | 0.08% | 222 |
|
|
2016
Q3 | $323K | Buy |
8,108
+250
| +3% | +$9.96K | 0.06% | 248 |
|
|
2016
Q2 | $305K | Buy |
+7,858
| New | +$305K | 0.06% | 244 |
|