Sowell Financial Services’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
Q3 | $919K | Sell |
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|
2025
Q2 | $771K | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $723K | Sell |
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|
2024
Q1 | $778K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $560K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $195K | Buy |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $12K | Buy |
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|
2019
Q3 | $10K | Buy |
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