SeaCrest Wealth Management’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 | $565K | Buy |
6,204
+197
| +3% | +$17.9K | 0.06% | 284 |
|
|
2025
Q1 | $504K | Sell |
6,007
-1,118
| -16% | -$93.8K | 0.06% | 332 |
|
|
2024
Q4 | $547K | Buy |
7,125
+295
| +4% | +$22.7K | 0.06% | 315 |
|
|
2024
Q3 | $491K | Buy |
6,830
+260
| +4% | +$18.7K | 0.05% | 345 |
|
|
2024
Q2 | $393K | Sell |
6,570
-99
| -1% | -$5.93K | 0.04% | 384 |
|
|
2024
Q1 | $384K | Sell |
6,669
-3,105
| -32% | -$179K | 0.05% | 376 |
|
|
2023
Q4 | $512K | Sell |
9,774
-3,264
| -25% | -$171K | 0.06% | 304 |
|
|
2023
Q3 | $556K | Buy |
13,038
+31
| +0.2% | +$1.32K | 0.07% | 279 |
|
|
2023
Q2 | $579K | Sell |
13,007
-1,416
| -10% | -$63K | 0.07% | 277 |
|
|
2023
Q1 | $655K | Buy |
14,423
+400
| +3% | +$18.2K | 0.09% | 258 |
|
|
2022
Q4 | $638K | Sell |
14,023
-309
| -2% | -$14.1K | 0.09% | 255 |
|
|
2022
Q3 | $552K | Buy |
14,332
+793
| +6% | +$30.5K | 0.08% | 272 |
|
|
2022
Q2 | $565K | Buy |
13,539
+1,988
| +17% | +$83K | 0.07% | 289 |
|
|
2022
Q1 | $573K | Buy |
11,551
+2,790
| +32% | +$138K | 0.07% | 312 |
|
|
2021
Q4 | $509K | Buy |
8,761
+348
| +4% | +$20.2K | 0.06% | 352 |
|
|
2021
Q3 | $436K | Sell |
8,413
-79
| -0.9% | -$4.09K | 0.05% | 378 |
|
|
2021
Q2 | $435K | Buy |
8,492
+564
| +7% | +$28.9K | 0.05% | 383 |
|
|
2021
Q1 | $375K | Buy |
7,928
+2,053
| +35% | +$97.1K | 0.05% | 396 |
|
|
2020
Q4 | $249K | Buy |
+5,875
| New | +$249K | 0.04% | 495 |
|
|
2020
Q3 | – | Sell |
-5,927
| Closed | -$229K | – | 590 |
|
|
2020
Q2 | $229K | Sell |
5,927
-95
| -2% | -$3.67K | 0.04% | 466 |
|
|
2020
Q1 | $203K | Buy |
6,022
+5
| +0.1% | +$169 | 0.04% | 436 |
|
|
2019
Q4 | $303K | Buy |
+6,017
| New | +$303K | 0.05% | 397 |
|
|
2019
Q2 | – | Sell |
-2,738
| Closed | -$138K | – | 664 |
|
|
2019
Q1 | $138K | Sell |
2,738
-3,261
| -54% | -$164K | 0.02% | 581 |
|
|
2018
Q4 | $282K | Sell |
5,999
-215
| -3% | -$10.1K | 0.06% | 348 |
|
|
2018
Q3 | $317K | Buy |
6,214
+113
| +2% | +$5.77K | 0.05% | 372 |
|
|
2018
Q2 | $329K | Buy |
6,101
+150
| +3% | +$8.09K | 0.06% | 355 |
|
|
2018
Q1 | $307K | Buy |
5,951
+495
| +9% | +$25.5K | 0.06% | 362 |
|
|
2017
Q4 | $294K | Buy |
+5,456
| New | +$294K | 0.05% | 378 |
|