Truist Financial’s BNY Mellon Strategic Municipals LEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3K | Hold |
10,694
| – | – | ﹤0.01% | 2504 |
|
|
2025
Q1 | $65.4K | Buy |
+10,694
| New | +$65.4K | ﹤0.01% | 2443 |
|
|
2024
Q2 | – | Sell |
-134,656
| Closed | -$821K | – | 2678 |
|
|
2024
Q1 | $821K | Buy |
134,656
+6,985
| +5% | +$42.6K | ﹤0.01% | 1699 |
|
|
2023
Q4 | $748K | Sell |
127,671
-16,159
| -11% | -$94.7K | ﹤0.01% | 1750 |
|
|
2023
Q3 | $767K | Buy |
143,830
+433
| +0.3% | +$2.31K | ﹤0.01% | 1679 |
|
|
2023
Q2 | $892K | Buy |
+143,397
| New | +$892K | ﹤0.01% | 1640 |
|