Sigma Planning Corp’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
Q2 | $419K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $450K | Buy |
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|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $707K | Sell |
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|
2022
Q2 | $774K | Sell |
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|
2022
Q1 | $937K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $848K | Buy |
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|
2020
Q3 | $382K | Sell |
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|
2020
Q2 | $633K | Sell |
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|
2020
Q1 | $601K | Buy |
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|
2019
Q4 | $875K | Buy |
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|
2019
Q3 | $728K | Buy |
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|
2019
Q2 | $611K | Buy |
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|
2019
Q1 | $653K | Buy |
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|
2018
Q4 | $604K | Buy |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $390K | Buy |
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|
2018
Q1 | $216K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $268K | Buy |
|