Sowell Financial Services’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 | $771K | Buy |
8,463
+181
| +2% | +$16.5K | 0.03% | 490 |
|
|
2025
Q1 | $695K | Buy |
+8,282
| New | +$695K | 0.03% | 501 |
|
|
2024
Q3 | – | Sell |
-12,064
| Closed | -$723K | – | 537 |
|
|
2024
Q2 | $723K | Sell |
12,064
-1,433
| -11% | -$85.9K | 0.03% | 383 |
|
|
2024
Q1 | $778K | Sell |
13,497
-457
| -3% | -$26.3K | 0.04% | 392 |
|
|
2023
Q4 | $726K | Buy |
13,954
+834
| +6% | +$43.4K | 0.04% | 381 |
|
|
2023
Q3 | $560K | Buy |
+13,120
| New | +$560K | 0.04% | 385 |
|
|
2023
Q2 | – | Sell |
-5,750
| Closed | -$261K | – | 582 |
|
|
2023
Q1 | $261K | Buy |
+5,750
| New | +$261K | 0.02% | 611 |
|
|
2021
Q3 | – | Sell |
-11,962
| Closed | -$613K | – | 479 |
|
|
2021
Q2 | $613K | Sell |
11,962
-404
| -3% | -$20.7K | 0.04% | 393 |
|
|
2021
Q1 | $642K | Buy |
12,366
+6,605
| +115% | +$343K | 0.02% | 551 |
|
|
2020
Q4 | $245K | Buy |
5,761
+82
| +1% | +$3.49K | 0.01% | 768 |
|
|
2020
Q3 | $195K | Buy |
5,679
+5
| +0.1% | +$172 | 0.01% | 736 |
|
|
2020
Q2 | $219K | Buy |
5,674
+5,514
| +3,446% | +$213K | 0.01% | 684 |
|
|
2020
Q1 | $5K | Sell |
160
-71
| -31% | -$2.22K | ﹤0.01% | 1804 |
|
|
2019
Q4 | $12K | Buy |
231
+9
| +4% | +$468 | ﹤0.01% | 1614 |
|
|
2019
Q3 | $10K | Buy |
+222
| New | +$10K | ﹤0.01% | 1518 |
|