Richardson 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	–	Sell	-1,135	Closed	-$95.2K	–	615
2025 Q1	$95.2K	Buy	1,135 +100	+10%	+$8.39K	0.07%	189
2024 Q4	$79.8K	Buy	+1,035	New	+$79.8K	0.06%	210