Silver Oak Securities’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	$355K	Buy	3,893 +215	+6%	+$19.6K	0.03%	493
2025 Q1	$304K	Sell	3,678 -10	-0.3%	-$827	0.03%	499
2024 Q4	$284K	Sell	3,688 -682	-16%	-$52.6K	0.03%	525
2024 Q3	$313K	Buy	+4,370	New	+$313K	0.03%	421