Stratos Wealth Partners’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 | $1.37M | Buy |
15,047
+92
| +0.6% | +$8.38K | 0.02% | 602 |
|
|
2025
Q1 | $1.25M | Sell |
14,955
-1,441
| -9% | -$121K | 0.02% | 580 |
|
|
2024
Q4 | $1.26M | Sell |
16,396
-1,096
| -6% | -$84.2K | 0.02% | 612 |
|
|
2024
Q3 | $1.26M | Sell |
17,492
-3,040
| -15% | -$218K | 0.02% | 595 |
|
|
2024
Q2 | $1.23M | Buy |
20,532
+1,730
| +9% | +$104K | 0.02% | 580 |
|
|
2024
Q1 | $1.08M | Sell |
18,802
-1,450
| -7% | -$83.6K | 0.02% | 623 |
|
|
2023
Q4 | $1.05M | Sell |
20,252
-2,033
| -9% | -$106K | 0.02% | 610 |
|
|
2023
Q3 | $950K | Buy |
22,285
+301
| +1% | +$12.8K | 0.02% | 595 |
|
|
2023
Q2 | $979K | Buy |
21,984
+4,158
| +23% | +$185K | 0.02% | 537 |
|
|
2023
Q1 | $810K | Sell |
17,826
-5,230
| -23% | -$238K | 0.02% | 544 |
|
|
2022
Q4 | $1.05M | Sell |
23,056
-1,468
| -6% | -$66.8K | 0.03% | 493 |
|
|
2022
Q3 | $945K | Sell |
24,524
-647
| -3% | -$24.9K | 0.03% | 499 |
|
|
2022
Q2 | $1.05M | Buy |
25,171
+163
| +0.7% | +$6.8K | 0.03% | 497 |
|
|
2022
Q1 | $1.24M | Buy |
25,008
+3,395
| +16% | +$168K | 0.03% | 497 |
|
|
2021
Q4 | $1.26M | Buy |
21,613
+375
| +2% | +$21.8K | 0.03% | 499 |
|
|
2021
Q3 | $1.1M | Sell |
21,238
-487
| -2% | -$25.2K | 0.03% | 494 |
|
|
2021
Q2 | $1.11M | Buy |
21,725
+1,095
| +5% | +$56.1K | 0.03% | 512 |
|
|
2021
Q1 | $976K | Sell |
20,630
-590
| -3% | -$27.9K | 0.03% | 505 |
|
|
2020
Q4 | $901K | Sell |
21,220
-1,594
| -7% | -$67.7K | 0.03% | 478 |
|
|
2020
Q3 | $783K | Sell |
22,814
-5,664
| -20% | -$194K | 0.03% | 473 |
|
|
2020
Q2 | $1.1M | Sell |
28,478
-8,908
| -24% | -$344K | 0.04% | 362 |
|
|
2020
Q1 | $1.26M | Sell |
37,386
-9,204
| -20% | -$310K | 0.06% | 284 |
|
|
2019
Q4 | $2.35M | Sell |
46,590
-1,493
| -3% | -$75.1K | 0.09% | 222 |
|
|
2019
Q3 | $2.17M | Buy |
48,083
+36,734
| +324% | +$1.66M | 0.09% | 228 |
|
|
2019
Q2 | $501K | Buy |
11,349
+1,669
| +17% | +$73.7K | 0.02% | 563 |
|
|
2019
Q1 | $488K | Sell |
9,680
-537
| -5% | -$27.1K | 0.02% | 555 |
|
|
2018
Q4 | $481K | Buy |
+10,217
| New | +$481K | 0.02% | 523 |
|
|
2018
Q3 | – | Sell |
-19,522
| Closed | -$1.05M | – | 2981 |
|
|
2018
Q2 | $1.05M | Sell |
19,522
-4,421
| -18% | -$238K | 0.05% | 352 |
|
|
2018
Q1 | $1.23M | Sell |
23,943
-32
| -0.1% | -$1.65K | 0.05% | 319 |
|
|
2017
Q4 | $1.29M | Buy |
23,975
+2,867
| +14% | +$154K | 0.06% | 298 |
|
|
2017
Q3 | $1.12M | Buy |
+21,108
| New | +$1.12M | 0.05% | 310 |
|
|
2017
Q1 | – | Sell |
-19,723
| Closed | -$934K | – | 815 |
|
|
2016
Q4 | $934K | Buy |
19,723
+6,158
| +45% | +$292K | 0.06% | 277 |
|
|
2016
Q3 | $541K | Buy |
13,565
+7,779
| +134% | +$310K | 0.04% | 342 |
|
|
2016
Q2 | $225K | Buy |
+5,786
| New | +$225K | 0.02% | 534 |
|
|
2016
Q1 | – | Sell |
-6,212
| Closed | -$256K | – | 602 |
|
|
2015
Q4 | $256K | Buy |
+6,212
| New | +$256K | 0.02% | 463 |
|
|
2014
Q3 | – | Sell |
-5,392
| Closed | -$203K | – | 342 |
|
|
2014
Q2 | $203K | Buy |
+5,392
| New | +$203K | 0.07% | 289 |
|