Sandy Spring Bank’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
Q1 | $60.1K | Buy |
716
+57
| +9% | +$4.78K | ﹤0.01% | 541 |
|
2024
Q4 | $50.6K | Sell |
659
-29
| -4% | -$2.23K | ﹤0.01% | 581 |
|
2024
Q3 | $49.4K | Buy |
688
+144
| +26% | +$10.3K | ﹤0.01% | 591 |
|
2024
Q2 | $32.6K | Sell |
544
-285
| -34% | -$17.1K | ﹤0.01% | 666 |
|
2024
Q1 | $47.8K | Buy |
829
+29
| +4% | +$1.67K | ﹤0.01% | 586 |
|
2023
Q4 | $41.6K | Hold |
800
| – | – | ﹤0.01% | 599 |
|
2023
Q3 | $34.1K | Hold |
800
| – | – | ﹤0.01% | 616 |
|
2023
Q2 | $35.6K | Sell |
800
-2
| -0.2% | -$89 | ﹤0.01% | 610 |
|
2023
Q1 | $36.4K | Buy |
802
+2
| +0.3% | +$91 | ﹤0.01% | 586 |
|
2022
Q4 | $36.4K | Buy |
+800
| New | +$36.4K | ﹤0.01% | 586 |
|
2022
Q3 | – | Sell |
-651
| Closed | -$27K | – | 1128 |
|
2022
Q2 | $27K | Hold |
651
| – | – | ﹤0.01% | 635 |
|
2022
Q1 | $32K | Hold |
651
| – | – | ﹤0.01% | 627 |
|
2021
Q4 | $38K | Hold |
651
| – | – | ﹤0.01% | 629 |
|
2021
Q3 | $34K | Hold |
651
| – | – | ﹤0.01% | 643 |
|
2021
Q2 | $33K | Hold |
651
| – | – | ﹤0.01% | 662 |
|
2021
Q1 | $31K | Hold |
651
| – | – | ﹤0.01% | 598 |
|
2020
Q4 | $28K | Sell |
651
-144
| -18% | -$6.19K | ﹤0.01% | 581 |
|
2020
Q3 | $27K | Buy |
795
+144
| +22% | +$4.89K | ﹤0.01% | 552 |
|
2020
Q2 | $25K | Sell |
651
-706
| -52% | -$27.1K | ﹤0.01% | 567 |
|
2020
Q1 | $45K | Sell |
1,357
-171
| -11% | -$5.67K | ﹤0.01% | 454 |
|
2019
Q4 | $77K | Buy |
1,528
+445
| +41% | +$22.4K | 0.01% | 403 |
|
2019
Q3 | $49K | Hold |
1,083
| – | – | ﹤0.01% | 474 |
|
2019
Q2 | $48K | Hold |
1,083
| – | – | ﹤0.01% | 469 |
|
2019
Q1 | $55K | Hold |
1,083
| – | – | ﹤0.01% | 433 |
|
2018
Q4 | $51K | Hold |
1,083
| – | – | ﹤0.01% | 446 |
|
2018
Q3 | $55K | Hold |
1,083
| – | – | ﹤0.01% | 452 |
|
2018
Q2 | $58K | Hold |
1,083
| – | – | 0.01% | 447 |
|
2018
Q1 | $56K | Sell |
1,083
-188
| -15% | -$9.72K | 0.01% | 458 |
|
2017
Q4 | $68K | Buy |
1,271
+432
| +51% | +$23.1K | 0.01% | 400 |
|
2017
Q3 | $44K | Sell |
839
-80
| -9% | -$4.2K | ﹤0.01% | 462 |
|
2017
Q2 | $47K | Buy |
919
+188
| +26% | +$9.62K | ﹤0.01% | 464 |
|
2017
Q1 | $35K | Sell |
731
-77
| -10% | -$3.69K | ﹤0.01% | 504 |
|
2016
Q4 | $39K | Buy |
808
+77
| +11% | +$3.72K | ﹤0.01% | 477 |
|
2016
Q3 | $29K | Sell |
731
-426
| -37% | -$16.9K | ﹤0.01% | 512 |
|
2016
Q2 | $45K | Hold |
1,157
| – | – | 0.01% | 452 |
|
2016
Q1 | $43K | Hold |
1,157
| – | – | ﹤0.01% | 462 |
|
2015
Q4 | $48K | Sell |
1,157
-100
| -8% | -$4.15K | 0.01% | 428 |
|
2015
Q3 | $49K | Buy |
1,257
+100
| +9% | +$3.9K | 0.01% | 442 |
|
2015
Q2 | $49K | Buy |
1,157
+426
| +58% | +$18K | 0.01% | 458 |
|
2015
Q1 | $29K | Hold |
731
| – | – | ﹤0.01% | 528 |
|
2014
Q4 | $30K | Sell |
731
-20
| -3% | -$821 | ﹤0.01% | 466 |
|
2014
Q3 | $29K | Buy |
+751
| New | +$29K | ﹤0.01% | 475 |
|