Transamerica Financial Advisors’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	$953K	Sell	10,457 -1,711	-14%	-$156K	0.09%	155
2025 Q1	$1.02M	Buy	12,168 +176	+1%	+$14.8K	0.1%	149
2024 Q4	$922K	Sell	11,992 -2,056	-15%	-$158K	0.09%	161
2024 Q3	$1.01M	Buy	+14,048	New	+$1.01M	0.1%	150