Sunbelt Securities’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 | $573K | Sell |
7,454
-461
| -6% | -$35.4K | 0.05% | 319 |
|
|
2025
Q1 | $664K | Buy |
7,915
+461
| +6% | +$38.7K | 0.06% | 265 |
|
|
2024
Q4 | $575K | Buy |
7,454
+6,921
| +1,298% | +$534K | 0.05% | 318 |
|
|
2024
Q3 | $38.3K | Sell |
533
-137
| -20% | -$9.85K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $40.1K | Sell |
670
-224
| -25% | -$13.4K | ﹤0.01% | 962 |
|
|
2024
Q1 | $51.5K | Buy |
894
+4
| +0.4% | +$230 | 0.01% | 867 |
|
|
2023
Q4 | $46.3K | Buy |
890
+4
| +0.5% | +$208 | 0.01% | 834 |
|
|
2023
Q3 | $37.8K | Buy |
886
+4
| +0.5% | +$171 | 0.01% | 864 |
|
|
2023
Q2 | $39.3K | Buy |
882
+84
| +11% | +$3.74K | 0.01% | 851 |
|
|
2023
Q1 | $35.8K | Buy |
+798
| New | +$35.8K | 0.01% | 811 |
|
|
2020
Q1 | – | Sell |
-4,856
| Closed | -$244K | – | 398 |
|
|
2019
Q4 | $244K | Sell |
4,856
-17
| -0.3% | -$854 | 0.03% | 489 |
|
|
2019
Q3 | $220K | Buy |
+4,873
| New | +$220K | 0.02% | 496 |
|