SOA Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
7,160
+6,620
| +1,226% | +$101K | 0.02% | 270 |
|
|
2025
Q1 | $45.3K | Buy |
540
+88
| +19% | +$7.38K | 0.01% | 356 |
|
|
2024
Q4 | $34.8K | Buy |
452
+2
| +0.4% | +$154 | 0.01% | 378 |
|
|
2024
Q3 | $32.3K | Buy |
450
+4
| +0.9% | +$287 | 0.01% | 384 |
|
|
2024
Q2 | $26.7K | Buy |
446
+3
| +0.7% | +$180 | 0.01% | 394 |
|
|
2024
Q1 | $25.5K | Buy |
443
+3
| +0.7% | +$173 | 0.01% | 404 |
|
|
2023
Q4 | $22.9K | Buy |
440
+4
| +0.9% | +$208 | 0.01% | 402 |
|
|
2023
Q3 | $18.6K | Buy |
436
+4
| +0.9% | +$171 | ﹤0.01% | 433 |
|
|
2023
Q2 | $19.2K | Buy |
432
+4
| +0.9% | +$178 | ﹤0.01% | 434 |
|
|
2023
Q1 | $19.4K | Buy |
428
+3
| +0.7% | +$136 | ﹤0.01% | 430 |
|
|
2022
Q4 | $19.3K | Buy |
425
+4
| +1% | +$182 | 0.01% | 410 |
|
|
2022
Q3 | $16K | Sell |
421
-20
| -5% | -$760 | ﹤0.01% | 421 |
|
|
2022
Q2 | $18K | Sell |
441
-496
| -53% | -$20.2K | 0.01% | 398 |
|
|
2022
Q1 | $46K | Buy |
937
+2
| +0.2% | +$98 | 0.01% | 321 |
|
|
2021
Q4 | $54K | Buy |
935
+3
| +0.3% | +$173 | 0.01% | 290 |
|
|
2021
Q3 | $48K | Buy |
932
+468
| +101% | +$24.1K | 0.01% | 308 |
|
|
2021
Q2 | $23K | Sell |
464
-4
| -0.9% | -$198 | 0.01% | 430 |
|
|
2021
Q1 | $22K | Buy |
468
+16
| +4% | +$752 | 0.01% | 384 |
|
|
2020
Q4 | $18K | Buy |
+452
| New | +$18K | ﹤0.01% | 422 |
|