Sequoia 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 | $4.58M | Sell |
50,281
-1,522
| -3% | -$139K | 0.03% | 293 |
|
|
2025
Q1 | $4.34M | Sell |
51,803
-284
| -0.5% | -$23.8K | 0.03% | 289 |
|
|
2024
Q4 | $4M | Buy |
52,087
+1,474
| +3% | +$113K | 0.04% | 280 |
|
|
2024
Q3 | $3.64M | Buy |
50,613
+32,914
| +186% | +$2.37M | 0.04% | 263 |
|
|
2024
Q2 | $1.06M | Buy |
17,699
+646
| +4% | +$38.7K | 0.01% | 467 |
|
|
2024
Q1 | $983K | Sell |
17,053
-11,721
| -41% | -$675K | 0.01% | 480 |
|
|
2023
Q4 | $1.5M | Buy |
28,774
+16,049
| +126% | +$835K | 0.02% | 422 |
|
|
2023
Q3 | $543K | Buy |
12,725
+471
| +4% | +$20.1K | 0.01% | 494 |
|
|
2023
Q2 | $546K | Sell |
12,254
-20
| -0.2% | -$890 | 0.01% | 501 |
|
|
2023
Q1 | $558K | Buy |
12,274
+241
| +2% | +$11K | 0.01% | 436 |
|
|
2022
Q4 | $548K | Buy |
+12,033
| New | +$548K | 0.01% | 406 |
|
|
2020
Q2 | – | Sell |
-24,317
| Closed | -$819K | – | 369 |
|
|
2020
Q1 | $819K | Buy |
24,317
+19,249
| +380% | +$648K | 0.06% | 141 |
|
|
2019
Q4 | $255K | Sell |
5,068
-306
| -6% | -$15.4K | 0.02% | 322 |
|
|
2019
Q3 | $243K | Sell |
5,374
-18
| -0.3% | -$814 | 0.02% | 311 |
|
|
2019
Q2 | $238K | Sell |
5,392
-106
| -2% | -$4.68K | 0.02% | 317 |
|
|
2019
Q1 | $277K | Buy |
+5,498
| New | +$277K | 0.02% | 283 |
|