Savant Capital’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
$5.48M Sell
60,093
-1,129
-2% -$103K 0.03% 281
2025
Q1
$5.13M Buy
61,222
+11,489
+23% +$964K 0.04% 272
2024
Q4
$3.82M Buy
49,733
+470
+1% +$36.1K 0.03% 282
2024
Q3
$3.54M Buy
49,263
+7,255
+17% +$521K 0.03% 288
2024
Q2
$2.52M Buy
42,008
+31,610
+304% +$1.89M 0.03% 320
2024
Q1
$599K Sell
10,398
-7,893
-43% -$455K 0.01% 678
2023
Q4
$952K Buy
18,291
+181
+1% +$9.42K 0.01% 428
2023
Q3
$772K Buy
18,110
+9,296
+105% +$396K 0.01% 442
2023
Q2
$392K Sell
8,814
-268
-3% -$11.9K 0.01% 573
2023
Q1
$413K Buy
9,082
+4,124
+83% +$187K 0.01% 507
2022
Q4
$226K Sell
4,958
-933
-16% -$42.5K 0.01% 534
2022
Q3
$227K Sell
5,891
-129
-2% -$4.97K 0.01% 480
2022
Q2
$251K Buy
+6,020
New +$251K 0.01% 469
2022
Q1
Sell
-3,507
Closed -$204K 564
2021
Q4
$204K Buy
+3,507
New +$204K 0.01% 542