United Capital 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 | $2.95M | Buy |
32,373
+243
| +0.8% | +$22.1K | 0.02% | 364 |
|
|
2025
Q1 | $2.69M | Buy |
32,130
+794
| +3% | +$66.6K | 0.02% | 369 |
|
|
2024
Q4 | $2.41M | Buy |
31,336
+165
| +0.5% | +$12.7K | 0.02% | 378 |
|
|
2024
Q3 | $2.24M | Buy |
31,171
+1,367
| +5% | +$98.2K | 0.02% | 394 |
|
|
2024
Q2 | $1.78M | Sell |
29,804
-2,152
| -7% | -$129K | 0.02% | 425 |
|
|
2024
Q1 | $1.84M | Sell |
31,956
-65
| -0.2% | -$3.75K | 0.02% | 443 |
|
|
2023
Q4 | $1.67M | Buy |
32,021
+16,122
| +101% | +$839K | 0.01% | 453 |
|
|
2023
Q3 | $678K | Sell |
15,899
-847
| -5% | -$36.1K | ﹤0.01% | 583 |
|
|
2023
Q2 | $746K | Sell |
16,746
-5,613
| -25% | -$250K | ﹤0.01% | 612 |
|
|
2023
Q1 | $1.02M | Buy |
22,359
+3,003
| +16% | +$136K | 0.01% | 569 |
|
|
2022
Q4 | $881K | Buy |
19,356
+4,150
| +27% | +$189K | ﹤0.01% | 639 |
|
|
2022
Q3 | $586K | Sell |
15,206
-1,603
| -10% | -$61.8K | ﹤0.01% | 732 |
|
|
2022
Q2 | $701K | Buy |
16,809
+2,800
| +20% | +$117K | ﹤0.01% | 711 |
|
|
2022
Q1 | $695K | Sell |
14,009
-107
| -0.8% | -$5.31K | ﹤0.01% | 755 |
|
|
2021
Q4 | $820K | Sell |
14,116
-521
| -4% | -$30.3K | ﹤0.01% | 729 |
|
|
2021
Q3 | $759K | Sell |
14,637
-1,736
| -11% | -$90K | ﹤0.01% | 744 |
|
|
2021
Q2 | $839K | Buy |
16,373
+1,743
| +12% | +$89.3K | ﹤0.01% | 735 |
|
|
2021
Q1 | $692K | Sell |
14,630
-18,927
| -56% | -$895K | ﹤0.01% | 757 |
|
|
2020
Q4 | $1.42M | Buy |
33,557
+5,142
| +18% | +$218K | 0.01% | 583 |
|
|
2020
Q3 | $976K | Sell |
28,415
-276
| -1% | -$9.48K | 0.01% | 669 |
|
|
2020
Q2 | $1.11M | Sell |
28,691
-525
| -2% | -$20.3K | 0.01% | 630 |
|
|
2020
Q1 | $984K | Sell |
29,216
-6,481
| -18% | -$218K | 0.01% | 634 |
|
|
2019
Q4 | $1.8M | Buy |
35,697
+3,176
| +10% | +$160K | 0.01% | 619 |
|
|
2019
Q3 | $1.47M | Sell |
32,521
-202,786
| -86% | -$9.17M | 0.01% | 642 |
|
|
2019
Q2 | $10.4M | Buy |
235,307
+2,085
| +0.9% | +$92.1K | 0.07% | 291 |
|
|
2019
Q1 | $11.8M | Buy |
233,222
+5,142
| +2% | +$259K | 0.08% | 263 |
|
|
2018
Q4 | $10.7M | Buy |
228,080
+4,348
| +2% | +$205K | 0.09% | 245 |
|
|
2018
Q3 | $11.4M | Buy |
223,732
+5,796
| +3% | +$296K | 0.08% | 267 |
|
|
2018
Q2 | $11.8M | Buy |
217,936
+3,667
| +2% | +$198K | 0.09% | 270 |
|
|
2018
Q1 | $11M | Buy |
214,269
+2,379
| +1% | +$123K | 0.08% | 270 |
|
|
2017
Q4 | $11.5M | Buy |
211,890
+2,115
| +1% | +$114K | 0.09% | 270 |
|
|
2017
Q3 | $11.1M | Buy |
209,775
+250
| +0.1% | +$13.3K | 0.09% | 256 |
|
|
2017
Q2 | $10.7M | Buy |
209,525
+2,752
| +1% | +$140K | 0.1% | 254 |
|
|
2017
Q1 | $9.77M | Buy |
206,773
+2,075
| +1% | +$98K | 0.09% | 268 |
|
|
2016
Q4 | $9.7M | Sell |
204,698
-3,341
| -2% | -$158K | 0.09% | 264 |
|
|
2016
Q3 | $8.3M | Sell |
208,039
-452
| -0.2% | -$18K | 0.08% | 304 |
|
|
2016
Q2 | $8.13M | Buy |
208,491
+2,229
| +1% | +$86.9K | 0.08% | 287 |
|
|
2016
Q1 | $7.6M | Buy |
206,262
+4,266
| +2% | +$157K | 0.08% | 260 |
|
|
2015
Q4 | $8.33M | Sell |
201,996
-5,969
| -3% | -$246K | 0.1% | 242 |
|
|
2015
Q3 | $8.14M | Sell |
207,965
-12,958
| -6% | -$507K | 0.1% | 224 |
|
|
2015
Q2 | $9.27M | Buy |
220,923
+162,155
| +276% | +$6.81M | 0.11% | 228 |
|
|
2015
Q1 | $2.49M | Sell |
58,768
-10,144
| -15% | -$429K | 0.03% | 509 |
|
|
2014
Q4 | $2.8M | Buy |
68,912
+21,187
| +44% | +$860K | 0.04% | 385 |
|
|
2014
Q3 | $1.85M | Sell |
47,725
-1,957
| -4% | -$75.8K | 0.03% | 451 |
|
|
2014
Q2 | $1.86M | Sell |
49,682
-878
| -2% | -$32.9K | 0.03% | 430 |
|
|
2014
Q1 | $1.78M | Buy |
50,560
+7,390
| +17% | +$261K | 0.04% | 377 |
|
|
2013
Q4 | $1.51M | Sell |
43,170
-1,065
| -2% | -$37.2K | 0.05% | 279 |
|
|
2013
Q3 | $1.34M | Buy |
44,235
+11,627
| +36% | +$351K | 0.04% | 307 |
|
|
2013
Q2 | $915K | Buy |
+32,608
| New | +$915K | 0.02% | 417 |
|