Sequoia Financial Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.34M | Buy |
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|
2025
Q2 | $4.58M | Sell |
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|
2025
Q1 | $4.34M | Sell |
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|
2024
Q4 | $4M | Buy |
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|
2024
Q3 | $3.64M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $983K | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $558K | Buy |
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|
2022
Q4 | $548K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $819K | Buy |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $277K | Buy |
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