Semmax Financial 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 | $1.03M | Sell |
10,013
-541
| -5% | -$55.8K | 0.27% | 94 |
|
|
2025
Q1 | $907K | Sell |
10,554
-579
| -5% | -$49.7K | 0.25% | 97 |
|
|
2024
Q4 | $967K | Sell |
11,133
-199
| -2% | -$17.3K | 0.26% | 98 |
|
|
2024
Q3 | $883K | Sell |
11,332
-44
| -0.4% | -$3.43K | 0.24% | 93 |
|
|
2024
Q2 | $723K | Buy |
11,376
+1,162
| +11% | +$73.8K | 0.22% | 99 |
|
|
2024
Q1 | $591K | Buy |
10,214
+189
| +2% | +$10.9K | 0.19% | 97 |
|
|
2023
Q4 | $540K | Sell |
10,025
-294
| -3% | -$15.8K | 0.2% | 91 |
|
|
2023
Q3 | $468K | Buy |
+10,319
| New | +$468K | 0.19% | 84 |
|
|
2022
Q4 | $452K | Sell |
9,095
-659
| -7% | -$32.8K | 0.18% | 70 |
|
|
2022
Q3 | $417K | Sell |
9,754
-835
| -8% | -$35.7K | 0.18% | 72 |
|
|
2022
Q2 | $466K | Sell |
10,589
-384
| -3% | -$16.9K | 0.19% | 77 |
|
|
2022
Q1 | $545K | Sell |
10,973
-1,149
| -9% | -$57.1K | 0.21% | 85 |
|
|
2021
Q4 | $704K | Sell |
12,122
-3,490
| -22% | -$203K | 0.26% | 84 |
|
|
2021
Q3 | $809K | Sell |
15,612
-1,885
| -11% | -$97.7K | 0.28% | 83 |
|
|
2021
Q2 | $896K | Buy |
17,497
+362
| +2% | +$18.5K | 0.29% | 83 |
|
|
2021
Q1 | $810K | Buy |
17,135
+1,744
| +11% | +$82.4K | 0.29% | 85 |
|
|
2020
Q4 | $653K | Buy |
15,391
+1,223
| +9% | +$51.9K | 0.27% | 84 |
|
|
2020
Q3 | $487K | Buy |
14,168
+1,565
| +12% | +$53.8K | 0.23% | 84 |
|
|
2020
Q2 | $487K | Buy |
12,603
+1,846
| +17% | +$71.3K | 0.26% | 80 |
|
|
2020
Q1 | $362K | Buy |
10,757
+1,253
| +13% | +$42.2K | 0.23% | 80 |
|
|
2019
Q4 | $478K | Buy |
9,504
+719
| +8% | +$36.2K | 0.26% | 70 |
|
|
2019
Q3 | $397K | Buy |
8,785
+1,285
| +17% | +$58.1K | 0.24% | 69 |
|
|
2019
Q2 | $331K | Buy |
7,500
+3,475
| +86% | +$153K | 0.21% | 74 |
|
|
2019
Q1 | $203K | Buy |
4,025
+1,763
| +78% | +$88.9K | 0.14% | 123 |
|
|
2018
Q4 | $106K | Buy |
+2,262
| New | +$106K | 0.08% | 151 |
|