SFS
Summit Financial Strategies’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
8,478
+28
| +0.3% | +$2.55K | 0.07% | 70 |
|
|
2025
Q1 | $709K | Hold |
8,450
| – | – | 0.07% | 68 |
|
|
2024
Q4 | $649K | Hold |
8,450
| – | – | 0.07% | 68 |
|
|
2024
Q3 | $607K | Hold |
8,450
| – | – | 0.07% | 69 |
|
|
2024
Q2 | $506K | Hold |
8,450
| – | – | 0.06% | 76 |
|
|
2024
Q1 | $487K | Hold |
8,450
| – | – | 0.07% | 81 |
|
|
2023
Q4 | $440K | Hold |
8,450
| – | – | 0.07% | 77 |
|
|
2023
Q3 | $360K | Hold |
8,450
| – | – | 0.07% | 88 |
|
|
2023
Q2 | $376K | Hold |
8,450
| – | – | 0.07% | 86 |
|
|
2023
Q1 | $384K | Hold |
8,450
| – | – | 0.08% | 81 |
|
|
2022
Q4 | $385K | Hold |
8,450
| – | – | 0.08% | 78 |
|
|
2022
Q3 | $325K | Hold |
8,450
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $352K | Hold |
8,450
| – | – | 0.08% | 76 |
|
|
2022
Q1 | $419K | Hold |
8,450
| – | – | 0.08% | 70 |
|
|
2021
Q4 | $491K | Buy |
+8,450
| New | +$491K | 0.09% | 64 |
|