Summit Financial’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 | $5.3M | Buy |
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|
2025
Q1 | $976K | Buy |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $775K | Sell |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $308K | Sell |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $366K | Buy |
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