Regatta Capital Group’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 | $303K | Sell |
3,327
-65
| -2% | -$5.92K | 0.05% | 172 |
|
|
2025
Q1 | $285K | Sell |
3,392
-23
| -0.7% | -$1.93K | 0.06% | 160 |
|
|
2024
Q4 | $262K | Sell |
3,415
-123
| -3% | -$9.45K | 0.05% | 164 |
|
|
2024
Q3 | $254K | Buy |
3,538
+47
| +1% | +$3.38K | 0.05% | 168 |
|
|
2024
Q2 | $209K | Sell |
3,491
-37
| -1% | -$2.22K | 0.05% | 175 |
|
|
2024
Q1 | $203K | Buy |
+3,528
| New | +$203K | 0.05% | 176 |
|
|
2022
Q1 | – | Sell |
-3,484
| Closed | -$202K | – | 170 |
|
|
2021
Q4 | $202K | Buy |
+3,484
| New | +$202K | 0.07% | 175 |
|