Regatta Capital Group’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
$362K Sell
2025
Q2
$303K Sell
2025
Q1
$285K Sell
2024
Q4
$262K Sell
2024
Q3
$254K Buy
2024
Q2
$209K Sell
2024
Q1
$203K Buy
2022
Q1
Sell
2021
Q4
$202K Buy