Resonant Capital Advisors’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	$506K	Buy	5,554 +508	+10%	+$46.3K	0.03%	240
2025 Q1	$423K	Buy	5,046 +400	+9%	+$33.5K	0.03%	233
2024 Q4	$357K	Buy	4,646 +162	+4%	+$12.4K	0.03%	244
2024 Q3	$322K	Buy	4,484 +256	+6%	+$18.4K	0.02%	269
2024 Q2	$253K	Buy	+4,228	New	+$253K	0.02%	302