Summit Securities Group’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 | $43.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $0 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $42K | Sell |
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|
2023
Q1 | $66K | Buy |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $59K | Sell |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $109K | Buy |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Sell |
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|
2015
Q2 | $34K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $105K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $395K | Sell |
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|
2013
Q3 | $389K | Buy |
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|
2013
Q2 | $95K | Buy |
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