Steward Partners Investment Advisory’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 | $5.58M | Buy |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $7.09M | Buy |
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|
2024
Q3 | $6.51M | Buy |
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|
2024
Q2 | $5.28M | Sell |
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|
2024
Q1 | $5.65M | Buy |
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|
2023
Q4 | $3.73M | Buy |
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|
2023
Q3 | $3.03M | Sell |
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|
2023
Q2 | $3.18M | Sell |
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|
2023
Q1 | $4.22M | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $473K | Buy |
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|
2022
Q2 | $506K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $626K | Sell |
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|
2021
Q2 | $627K | Sell |
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|
2021
Q1 | $612K | Buy |
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|
2020
Q4 | $491K | Sell |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $484K | Sell |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $792K | Buy |
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|
2019
Q3 | $705K | Sell |
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|
2019
Q2 | $786K | Buy |
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|
2019
Q1 | $887K | Buy |
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|
2018
Q4 | $749K | Buy |
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|
2018
Q3 | $793K | Buy |
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|
2018
Q2 | $796K | Buy |
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|
2018
Q1 | $711K | Sell |
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|
2017
Q4 | $767K | Buy |
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|
2017
Q3 | $748K | Buy |
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|
2017
Q2 | $559K | Buy |
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|
2017
Q1 | $394K | Buy |
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|
2016
Q4 | $198K | Buy |
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