SFWA
Summit Financial Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $476K | Sell |
5,679
-367
| -6% | -$30.8K | 0.09% | 92 |
|
|
2024
Q4 | $515K | Hold |
6,046
| – | – | 0.1% | 91 |
|
|
2024
Q3 | $434K | Buy |
6,046
+436
| +8% | +$31.3K | 0.08% | 94 |
|
|
2024
Q2 | $336K | Hold |
5,610
| – | – | 0.07% | 99 |
|
|
2024
Q1 | $323K | Hold |
5,610
| – | – | 0.07% | 98 |
|
|
2023
Q4 | $292K | Hold |
5,610
| – | – | 0.07% | 100 |
|
|
2023
Q3 | $250K | Buy |
+5,610
| New | +$250K | 0.06% | 105 |
|
|
2020
Q1 | – | Sell |
-5,023
| Closed | -$226K | – | 123 |
|
|
2019
Q4 | $226K | Hold |
5,023
| – | – | 0.05% | 123 |
|
|
2019
Q3 | $222K | Sell |
5,023
-3,063
| -38% | -$135K | 0.05% | 133 |
|
|
2019
Q2 | $357K | Sell |
8,086
-400
| -5% | -$17.7K | 0.09% | 116 |
|
|
2019
Q1 | $435K | Hold |
8,486
| – | – | 0.11% | 91 |
|
|
2018
Q4 | $399K | Sell |
8,486
-61,945
| -88% | -$2.91M | 0.13% | 86 |
|
|
2018
Q3 | $3.41M | Sell |
70,431
-182
| -0.3% | -$8.82K | 1.02% | 30 |
|
|
2018
Q2 | $3.64M | Sell |
70,613
-300
| -0.4% | -$15.5K | 1.22% | 25 |
|
|
2018
Q1 | $3.65M | Buy |
70,913
+1,508
| +2% | +$77.7K | 1.2% | 25 |
|
|
2017
Q4 | $3.74M | Sell |
69,405
-355
| -0.5% | -$19.1K | 1.28% | 19 |
|
|
2017
Q3 | $3.7M | Sell |
69,760
-7,346
| -10% | -$390K | 1.35% | 16 |
|
|
2017
Q2 | $3.93M | Buy |
77,106
+2,394
| +3% | +$122K | 1.56% | 17 |
|
|
2017
Q1 | $3.53M | Sell |
74,712
-4,180
| -5% | -$197K | 1.54% | 19 |
|
|
2016
Q4 | $3.74M | Sell |
78,892
-1,721
| -2% | -$81.5K | 1.64% | 12 |
|
|
2016
Q3 | $3.22M | Sell |
80,613
-27,651
| -26% | -$1.1M | 1.39% | 23 |
|
|
2016
Q2 | $4.21M | Sell |
108,264
-3,519
| -3% | -$137K | 1.76% | 18 |
|
|
2016
Q1 | $4.12M | Sell |
111,783
-450
| -0.4% | -$16.6K | 1.8% | 18 |
|
|
2015
Q4 | $4.63M | Buy |
112,233
+7,298
| +7% | +$301K | 2.12% | 12 |
|
|
2015
Q3 | $4.11M | Buy |
104,935
+1,195
| +1% | +$46.8K | 2.66% | 12 |
|
|
2015
Q2 | $4.35M | Buy |
103,740
+2,670
| +3% | +$112K | 2.69% | 10 |
|
|
2015
Q1 | $4.37M | Buy |
101,070
+6,825
| +7% | +$295K | 2.96% | 9 |
|
|
2014
Q4 | $3.82M | Buy |
+94,245
| New | +$3.82M | 2.65% | 15 |
|