Summit Financial’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 | $5.3M | Buy |
58,167
+46,525
| +400% | +$4.24M | 0.12% | 154 |
|
|
2025
Q1 | $976K | Buy |
11,642
+249
| +2% | +$20.9K | 0.03% | 380 |
|
|
2024
Q4 | $875K | Buy |
11,393
+607
| +6% | +$46.6K | 0.03% | 342 |
|
|
2024
Q3 | $775K | Sell |
10,786
-171
| -2% | -$12.3K | 0.03% | 301 |
|
|
2024
Q2 | $656K | Buy |
10,957
+3,605
| +49% | +$216K | 0.03% | 283 |
|
|
2024
Q1 | $424K | Sell |
7,352
-215
| -3% | -$12.4K | 0.03% | 281 |
|
|
2023
Q4 | $394K | Buy |
7,567
+161
| +2% | +$8.38K | 0.03% | 272 |
|
|
2023
Q3 | $316K | Sell |
7,406
-23
| -0.3% | -$981 | 0.02% | 284 |
|
|
2023
Q2 | $331K | Sell |
7,429
-68
| -0.9% | -$3.03K | 0.02% | 268 |
|
|
2023
Q1 | $341K | Sell |
7,497
-341
| -4% | -$15.5K | 0.03% | 203 |
|
|
2022
Q4 | $357K | Sell |
7,838
-160
| -2% | -$7.28K | 0.03% | 196 |
|
|
2022
Q3 | $308K | Buy |
7,998
+624
| +8% | +$24K | 0.03% | 211 |
|
|
2022
Q2 | $308K | Sell |
7,374
-317
| -4% | -$13.2K | 0.03% | 195 |
|
|
2022
Q1 | $382K | Sell |
7,691
-67
| -0.9% | -$3.33K | 0.03% | 205 |
|
|
2021
Q4 | $451K | Buy |
7,758
+177
| +2% | +$10.3K | 0.03% | 175 |
|
|
2021
Q3 | $393K | Buy |
7,581
+436
| +6% | +$22.6K | 0.03% | 165 |
|
|
2021
Q2 | $366K | Buy |
+7,145
| New | +$366K | 0.04% | 112 |
|