Stratos Wealth Partners’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 | $1.37M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $950K | Buy |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $901K | Sell |
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|
2020
Q3 | $783K | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $2.35M | Sell |
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|
2019
Q3 | $2.17M | Buy |
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|
2019
Q2 | $501K | Buy |
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|
2019
Q1 | $488K | Sell |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.29M | Buy |
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|
2017
Q3 | $1.12M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $934K | Buy |
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|
2016
Q3 | $541K | Buy |
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|
2016
Q2 | $225K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $256K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $203K | Buy |
|