SGL Investment 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	–	Sell	-8,508	Closed	-$727K	–	121
2025 Q1	$727K	Sell	8,508 -86	-1%	-$7.35K	0.38%	54
2024 Q4	$733K	Sell	8,594 -1,429	-14%	-$122K	0.37%	52
2024 Q3	$777K	Buy	+10,023	New	+$777K	0.4%	51