TFC Financial Management’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 | $63.2K | Buy |
694
+4
| +0.6% | +$364 | 0.01% | 241 |
|
|
2025
Q1 | $57.9K | Buy |
690
+654
| +1,817% | +$54.8K | 0.01% | 245 |
|
|
2024
Q4 | $2.77K | Hold |
36
| – | – | ﹤0.01% | 472 |
|
|
2024
Q3 | $2.59K | Hold |
36
| – | – | ﹤0.01% | 481 |
|
|
2024
Q2 | $2.16K | Hold |
36
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $2.08K | Buy |
36
+4
| +13% | +$231 | ﹤0.01% | 465 |
|
|
2023
Q4 | $1.67K | Buy |
32
+8
| +33% | +$417 | ﹤0.01% | 474 |
|
|
2023
Q3 | $1.02K | Hold |
24
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $1.07K | Buy |
24
+5
| +26% | +$223 | ﹤0.01% | 510 |
|
|
2023
Q1 | $864 | Buy |
+19
| New | +$864 | ﹤0.01% | 522 |
|