Thoroughbred Financial Services’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 | $1.84M | Sell |
20,219
-8,453
| -29% | -$770K | 0.13% | 164 |
|
2025
Q1 | $2.4M | Buy |
28,672
+18,760
| +189% | +$1.57M | 0.15% | 148 |
|
2024
Q4 | $761K | Buy |
9,912
+886
| +10% | +$68K | 0.05% | 328 |
|
2024
Q3 | $648K | Buy |
9,026
+3,146
| +54% | +$226K | 0.04% | 353 |
|
2024
Q2 | $352K | Buy |
+5,880
| New | +$352K | 0.02% | 459 |
|
2024
Q1 | – | Sell |
-4,540
| Closed | -$236K | – | 480 |
|
2023
Q4 | $236K | Buy |
+4,540
| New | +$236K | 0.02% | 530 |
|